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Advice

At Brighton Capital Management, our team of qualified financial planners and registered advisors takes a highly client-centric approach to providing financial guidance. In every case, our starting point involves making a holistic assessment of your current situation, establishing a clear pathway between where you are right now and where you want to get to.

We listen, understand and work with you to develop a comprehensive financial strategy that can address your concerns and meet your needs, not just today but also long into the future.

Our advisors know that circumstances will inevitably change over time, and our periodic reviews are aimed at updating this strategy in light of life events such as the birth of a child, the end of a marriage, retirement, or the purchase or sale of a major asset like a property or business.

Planning for later life

From inheritance tax planning to making sure your pension is on track to deliver the retirement you’re hoping for, we’ll ensure you and your family can maintain and grow your wealth while avoiding any unnecessary shocks.

Managing a divorce settlement

Divorce can create a unique range of financial challenges and stresses, but our expert planners are here to help.

Managing an inheritance

Inheriting a lump sum or assets such as property or investments can present a new range of financial challenges and opportunities. We work with our clients to overcome red tape and make the most of any bequest.

Tax-efficient investment and savings

Our registered investment advisors work with clients to create bespoke asset portfolios while also minimising exposure to tax.

Charity giving and philanthropy

We can advise and assist in creating a tax-efficient way for you to donate to worthwhile causes.

Protection

Making sure your and your family’s health and financial wellbeing is protected is a key element of our advice services.

Why choose us?

Brighton Capital Management’s highly experienced team of investment managers and financial planners offer an expert, personalised and transparent service.

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