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Bright Blue Wealth logo
B

Bright Blue Wealth

Chertsey, Surrey

(2)
Bright Blue Wealth logo
B

Bright Blue Wealth

Chertsey, Surrey

(2)

About

Expert advice across all areas of Financial planning including Mortgages, Investments and Pensions

Bright Blue Wealth is committed to providing you with expert advice and flexible solutions for your individual needs. We believe that our clients get the greatest value from us through the setting out of a tailored strategy to achieve their goals

Reviews (2)

Leave a review
R
21 August 2019

We were very impressed with how Josh and Bright Blue Wealth dealt with our situation. We were looking to set up a life insurance as well as receive information on pension support too. Josh was willing to drive just under 2 hours to come and visit us to give us support on both the above topics and we found him extremely helpful!

As a result we decided to join Vitality Life Insurance and we are very happy with the choice we made.

I would strongly recommend Bright Blue Wealth and Josh for any financial advice.
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B
26 June 2019

It was so easy and stress free. The service josh provided was second to none.

Q&A

We build relationships with our clients based on mutual trust. We help them on every part of their journey, whether it be buying a new house, or planning their long term financial goals through investments and pensions

When Bright Blue Wealth was founded back in 1999, it was with a vision to create a wealth management business that works face to face with people for the long-term and establish itself as an expert in the sector

We work with clients on a face to face basis, meeting and speaking regularly to review changing financial needs including mortgages and other types of lending. We work with small business, individuals and families, ensuring that their wealth continues to build up and lasts through to as many generations as possible, whilst protecting assets as much as possible for the effects of taxation.

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Services

We work with over 50 of the UK's top lenders to find you the right deal. Initial meetings are free to understand your current situation and we will endeavour to give you a friendly, knowledgeable and efficient experience

Bright Blue Wealth is committed to providing you with expert advice and flexible solutions for your individual needs. We believe that our clients get the greatest value from us through the setting out of a tailored strategy to achieve their goals