We help people unlock their money to build a better life
A creative approach to financial planning
We’re Brightside Planning, the modern alternative to traditional and unimaginative financial planners. We take the power of smart investments and financial strategy and combine it with what really matters – getting the most out of life. Talk to usabout how we can help unlock your life & money.
We work with families across generations to make sure their assets are managed, distributed and transferred in a way that supports the goals of everyone involved. We also provide insight and advice around any tax implications that come with assets being shared within your family.
When they first met with Brightside Planning their goal was clear. They wanted to travel Europe on their bikes. The challenge was how to achieve that.
By looking at their life and business as a whole, Brightside Planning suggested that they realise the value they had built up in their business by putting it up for sale. This would realise enough money for them to stop working and start enjoying life.
With the business sold and their assets reorganised, they set about planning the trip of a lifetime.
Peter and his wife had put a lot of thought into managing their money, but it was never at the expense of enjoying themselves. They had always taken all the holidays they’ve wanted, many of which in a motorhome that has taken them thousands of miles.
They were worried that giving up work meant giving up the things they loved, but Brightside Planning helped them realise that didn’t need to be the case. What’s more, they showed them how it was possible to stay in their family home as long as they liked.
With a new financial plan, Peter was given the confidence to make some new investments including a couple of buy to let properties that would provide a steady income.