Business Details
34 Years
experience
Your Trusted Financial Advisers in Bristol
Brighton Williams has been delivering professional financial planning services since 1992. Our firm combines over three decades of industry experience with a team of 39 professionals, including 12 qualified advisers and 2 partners, to provide tailored financial solutions. We manage 700 million in client funds while maintaining our founding commitment to accessible, client-focused advice. Regulated by the Financial Conduct Authority, our team includes Chartered Financial Planners and specialists in pensions, mortgages, and investment management. We operate from two offices in Winterbourne, Bristol, serving clients across the UK through face-to-face consultations and comprehensive financial reviews.Our process combines risk analysis, statistical modelling, and market research to develop personalized financial strategies. We emphasize ongoing client education and regular plan reviews to ensure long-term financial success. Our approach balances technical expertise with clear communication to help clients navigate complex financial decisions. We maintain strict compliance standards and professional development to uphold our industry leadership position.
Services
Financial Planning
Retirement Planning
Mortgage Advice
Investment Management
Wealth Protection
Pension Transfers
Estate Planning
Tax Planning
Corporate Pensions
Buy to Let Mortgages
Details
- Year established: 1992
Highlights and features
- We have over 30 years of experience in financial planning
- Our team consists of Chartered Financial Planners and qualified experts
- We are regulated by the Financial Conduct Authority
- We offer personalized financial solutions tailored to individual needs
- We provide ongoing support and regular reviews to ensure your plan stays on track
Associations and certifications
- Financial Conduct Authority
What people say
Very professional service
Friendly reassuring manner
Great speedy service
Knowledgeable advisers
Outstanding mortgage support
Services
Financial Planning
Our financial planning service creates personalized strategies to help clients achieve their long-term financial goals. We assess your current financial situation, risk tolerance, and future objectives to develop comprehensive plans that cover retirement, investment, and wealth protection. With regular reviews and adjustments, we ensure your financial strategy evolves alongside your changing needs and market conditions.
Retirement Planning
We specialise in creating tailored retirement strategies that maximise your financial security during your later years. Our experts help you navigate pension options, tax considerations, and income management to ensure a comfortable retirement. We provide detailed analysis of your current provisions and recommend adjustments to optimise your retirement funds while considering changing life circumstances.
Mortgage Advice
Our mortgage advisory service covers all aspects of property financing, from first-time purchases to buy-to-let investments. We access the entire market to find competitive deals and provide comprehensive guidance throughout the application process. Our specialists help clients understand mortgage terms, manage capital raising, and navigate property transactions with expert support.
Investment Management
We offer strategic investment management services tailored to individual financial goals and risk profiles. Our approach combines market analysis with personalised portfolio strategies to grow and protect client assets. We provide ongoing monitoring and adjustments to ensure investment performance aligns with evolving financial objectives and market conditions.
Estate Planning
Our estate planning service focuses on preserving wealth for future generations while minimising tax liabilities. We help clients navigate complex inheritance tax regulations and create effective succession plans. Through strategic financial arrangements, we ensure your assets are distributed according to your wishes while maximising tax efficiency for your beneficiaries.
People
Martyn Brighton
Partner
Martyn co-founded Brighton Williams in 1992 after gaining extensive pensions industry experience. He specialises in retirement planning and pensions, bringing over 30 years of financial services expertise to his role as partner.
Ian Llewellin
Partner
Ian joined Brighton Williams in 1996 and became an equity partner in 2007. With a career spanning mortgage and financial services since 1987, he specialises in residential and buy-to-let mortgages while providing holistic financial planning.
Peter Yardley
Head of Corporate Development
Peter leads our corporate development with over four decades of financial services experience. A Fellow of the Pensions Management Institute, he specialises in corporate pensions and retirement planning while bringing extensive industry leadership expertise.
Lyn Ford
Chartered Financial Planner
Lyn is a Chartered Financial Planner specialising in retirement advice and pension transfers. With over 20 years in financial services, she became a Chartered status holder in 2014 and provides expert guidance to individual clients.
Rob McCall
Chartered Financial Planner
Rob joined Brighton Williams in 2013 after 20 years supporting financial advisers in the industry. He achieved Chartered status and specialises in retirement planning and investment inheritance tax planning for individual clients.
Questions
What is financial planning and why is it important?
Financial planning is an ongoing process to help you make considered money decisions. It enables you to shape your future by creating strategies for retirement, investments, and wealth protection while adapting to life changes.
How can a financial planner help with retirement planning?
We help assess your retirement goals, analyse existing provisions, and create tailored strategies. Our experts guide you through pension options, tax considerations, and income management to ensure financial security in retirement.
What mortgage services do you offer?
We provide comprehensive mortgage advice for first-time buyers, property movers, and buy-to-let investors. Our services include finding competitive deals, application support, and ongoing mortgage management.
Are you regulated by any financial authorities?
Yes, Brighton Williams & Partners is authorised and regulated by the Financial Conduct Authority, ensuring we maintain the highest professional standards in financial advice.
How do you charge for your financial planning services?
We clearly explain our fees before starting any work. Our charges are agreed upfront and detailed in our service agreement, ensuring complete transparency about the cost of our financial planning services.
What areas do you cover across the UK?
While based in Bristol, we serve clients nationwide through face-to-face meetings and remote consultations. Our financial planning services are available to UK residents regardless of location.
