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Reviews, get directions and contact details for Brighter Financial Services

Brighter Financial Services

About

Whether you want a pension, mortgage or an investment we have self-serve and financial adviser led services to help you from home buying to retirement

Story

We are a small, friendly practice of Independent Financial advisers. We have a client bank from all over the UK and pride ourselves on our client retention record. We have a low-cost on-line investment tool that meets the needs of clients that do not need the services of an adviser; but can offer the latter as part of a full retirement and estate planning service where required. We also have a well-established home ownership service as part of our mortgages and insurance client offering.

Mission

To provide accessible, clear and seamless financial services for both young and old, on-line and face to face.

Products

Retirement Planning., Estate and Later Years advice, Home Ownership and Insurance, On-line and adviser led investments and savings



"Brighter Financial Services is a firm of Chartered Financial Planners but more importantly a unique and friendly financial services business offering the full range of financial advice from pensions and investments, to commercial financial planning, investments, mortgages and insurance. What sets us apart is how we treat our people and the relationships we form with them. We do not believe that our work for you starts and finishes with the set- up of a pension and investment- whether that pension or investment stays right for you and provides you with the income you need is so much more important."
Address: 68 West St, Sowerby Bridge, Halifax HX6 3AN, UK
Phone: 01422 832100
moc.sfrethgirb@nimda
State: West Yorkshire
City: Halifax
Zip Code: HX6 3AN

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
I have used brighter financial a few times now mainly for mortgage advice. Jess who deals with the mortgage stuff is fantastic! Jess has been so helpful and patient with me and I can’t thank or praise her enough. Highly recommended!
Me and my wife put off making our wills for years because, like many people we thought it would be complicated and traumatic. Then a friend recommended Kerri and we decided to go ahead. I'm so glad we did, from the start Kerri was friendly yet professional. She put us at ease and asked sometimes difficult questions in a sensitive way She was patient and clear when explaining what would happen next and we trusted her completely. We have no hesitation in recommending Kerri to others, she made an important procedure simple and straightforward.
The service offered is second to none - used twice now and will definitely keep in touch with Jonathan as plan to go back once my current deal elapses. Hopefully the quality of his suits align with the service he offers over time
An excellent place to go for advices on your finances. If you are looking to consolidate or transfer your pensions then this is the place to go.
Used this company to help my daughter find a mortgage. Service was excellent, such ease.ta.
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