Cashflow planning

We model your cashflow over your entire lifetime, giving you a clear picture of where you are today and what your finances will look like in the future. We use specialist software to create a big picture view that will give you confidence in your financial plan. This forms an integral part of The Brightside Pathway

Business planning

If you own and run a business it is a big part of your life, not to mention your financial position. We build your business into your financial plan and can help with everything from growing the value of the business to succession planning. See more at Brightside Business.

Tax efficient investments

We work to find the right mix of investment vehicles to help you achieve your goals and reduce your tax liability. We have access to thousands of investment types and tax wrappers that we can put to use in your financial plan.

Tax treatment varies according to individual circumstances and is subject to change.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.



Nearly everyone has some sort of pension and many have more than one. We consolidate and maximise your pension pots by using a wide range of pension vehicles including SIPS, SASS and Group Schemes.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Estate planning

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.


The right mortgage can help unlock your finances and the wrong mortgage can cost you thousands. We can advise on the best lending options available to you, incorporating them into your financial plan. See more at Brightside Mortgages.


It’s important to have financial protection in place to take care of any liabilities and support your family should anythingchange in your circumstances. We can advise on life insurance, critical illness cover, income protection and other options to give you piece of mind.