Financial planning and wealth management specialists
At Bright Future Financial we specialise in the provision of financial planning and wealth management services. We have a strong commitment to being independent and by offering a whole of market choice, we can provide our clients the very best unbiased financial advice. We take the time to get to know you, your objectives and attitude to risk in order to custom build a service that’s right for you.
Company founder David Boyce is an Independent Financial Adviser (IFA) who has been advising clients since 1998. He has a wealth of experience in helping clients achieve their financial goals and has been awarded the prestigious title of Chartered Financial Planner which is regarded as the industry's "Gold Standard". He's a Retirement Planning Specialist, Later Life Advice Specialist and a Fellow of the Personal Finance Society, so you can rest assured you are in safe and capable hands.
Contact us today to discover how we can help you build a bright financial future. We are happy to meet in person or via video conferencing.
Friendly & straightforward approach
We pride ourselves on being friendly and approachable, providing you with advice in a clear, easy to understand manner. We eliminate the complexity and provide you with clarity, putting you in the position to make informed decisions.
Highest standards
We are committed to providing our clients with the highest possible standards of service based on the principles of honesty, integrity, impartiality and professionalism. These are the guiding principles that underpin our approach to business and ones we feel will deliver the most beneficial outcomes for our clients.
Developing long term relationships
We understand the trust our clients place with us and we do not take our responsibilities lightly. We take immense pride in what we do, going the extra mile to develop long term relationships with our clients.
Our services
Financial planning
We work closely with you to understand your needs and financial goals, we'll then formulate a plan tailored to achieve exactly what you want it to.
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Investments
We provide advice on investments, including socially responsible investments, and can manage your portfolio on your behalf or support you in managing it yourself to ensure your finances are moving in the right direction.
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Pensions and retirement
We'll assist you with the accumulation and preservation of wealth for retirement. We'll advise you on securing your financial future to deliver quality of life during retirement.
Inheritance tax and estate planning
We'll work with you to devise and implement a strategy to ensure the wealth you have accumulated during your lifetime is distributed to the people you desire, at the right time and as tax efficiently as possible.
Local independent financial advice
Based in Exeter in East Devon and Lyme Regis in West Dorset, Bright Future Financial provides independent financial advice to clients across East Devon, West Dorset and South Somerset including Exeter, Exmouth, Budleigh Salterton, Sidmouth, Honiton, Seaton, Axminster, Lyme Regis, Charmouth, Bridport, Dorchester, Weymouth and Taunton.
