Business Details
34 Years
experience
Your Trusted Financial Partner in Bristol
Established in 1992, Brighton Williams is a respected firm of financial planners serving clients across the UK. With 2 partners, 12 advisers, and 25 support staff, we combine decades of industry experience with a commitment to personalized service. Our team operates from two offices in Winterbourne, Bristol, managing over 700 million in client funds. We specialise in retirement planning, pensions, mortgages, and wealth protection, using a structured process to help clients achieve financial independence. Our approach balances technical expertise with clear communication, ensuring clients understand complex financial concepts.We prioritise long-term relationships, regular reviews, and tailored solutions that adapt to changing circumstances. Our advisers hold advanced qualifications and maintain Chartered status where applicable. We adhere to strict compliance standards under Financial Conduct Authority regulation. Our philosophy centres on empowering clients through education, transparency, and ethical advice. With a proven track record of helping individuals and businesses navigate financial decisions, we focus on delivering measurable value through strategic planning and risk management.
Services
Financial Planning
Retirement Planning
Mortgage Advice
Investment Management
Protection Planning
Details
- Year established: 1992
Highlights and features
- We have 30+ years of experience in UK financial planning
- Our advisers hold advanced industry qualifications including Chartered status
- We provide ongoing support with regular plan reviews
- We use proprietary risk analysis tools for tailored solutions
- We offer holistic advice covering all financial life stages
Associations and certifications
- Financial Conduct Authority
What people say
Very professional service
Clear explanations provided
Knowledgeable and attentive
Great mortgage support
Regular plan reviews
Services
Financial Planning
Our financial planning service creates comprehensive strategies to help clients achieve long-term financial goals. We analyse current financial positions, assess risk tolerance, and develop tailored plans covering retirement, investments, and tax efficiency. With regular reviews and adjustments, we ensure plans remain aligned with changing life circumstances. Our advisers use advanced tools to model different scenarios and identify optimal pathways to financial independence.
Retirement Planning
Specialist retirement planning focuses on maximising pension outcomes and ensuring sustainable income streams. We review existing provisions, identify gaps, and recommend solutions for tax-efficient withdrawals. Our process includes cashflow modelling, annuity comparisons, and phased retirement strategies. We help clients navigate complex pension rules while maintaining flexibility for future changes in personal circumstances or legislation.
Mortgage Advice
Comprehensive mortgage advice covers first-time purchases, remortgaging, buy-to-let investments, and commercial property financing. We access the whole market to find competitive rates, including exclusive deals unavailable on the high street. Our service includes affordability assessments, repayment strategy analysis, and ongoing support through the entire mortgage lifecycle from application to completion.
Investment Management
Investment management services help clients grow wealth through diversified portfolios tailored to risk profiles and financial goals. We offer strategic asset allocation, regular portfolio reviews, and performance monitoring. Our approach combines market analysis with personal financial objectives to optimise returns while maintaining appropriate risk levels. We provide access to a wide range of investment vehicles including ISAs and trusts.
Protection Planning
Protection planning identifies financial risks to personal and family security, recommending appropriate insurance solutions. We assess life cover, critical illness, and income protection needs to create safety nets against unexpected events. Our advice considers both immediate protection requirements and long-term financial implications, ensuring adequate coverage at competitive premiums.
People
Martyn Brighton
Partner
Co-founder with 30+ years' experience in pensions and financial planning. Holds Diploma in Financial Planning and G60 Pensions qualification. Specialises in retirement solutions and pension transfers. Leads strategic direction while maintaining client relationships.
Ian Llewellin
Partner
Co-founder specialising in mortgage solutions since 1996. Holds Diploma in Financial Planning. Focuses on residential and buy-to-let mortgages, commercial finance, and holistic financial planning. Brings extensive market knowledge and product expertise.
Peter Yardley
Head of Corporate Development
Fellow of the Pensions Management Institute with 40+ years' experience. Specialises in corporate pensions and retirement planning. Previously Pensions Director at international insurance broker. Leads corporate client services since joining in 2010.
Lyn Ford
Chartered Financial Planner
Chartered status holder since 2014 with expertise in retirement advice and pension transfers. Advanced Diploma in Financial Planning. Specialises in at-retirement decisions and long-term care insurance. Coordinates training programs for advisory team.
Rob McCall
Chartered Financial Planner
Chartered Financial Planner specialising in retirement strategies and inheritance tax planning. Advanced Diploma holder with focus on investment structuring. Brings 20+ years' industry experience and client-focused approach to financial solutions.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, investment management, mortgage advice, protection planning, and tax-efficient wealth preservation tailored to individual circumstances.
Do you offer a free initial consultation?
Yes, we provide an initial consultation at no cost to discuss your financial goals and determine if our services meet your needs without any obligation.
How do you charge for financial advice?
Our fees are transparent and agreed upfront. We use a combination of fixed fees and percentage-based charges depending on service complexity and asset management requirements.
Can you help with mortgage applications?
Yes, our mortgage specialists access the whole market to find competitive deals, including exclusive offers not available on the high street, with full application support.
What areas do you cover?
While based in Bristol, we serve clients across the South West and throughout the UK with both in-person and virtual advisory services.
How often are financial plans reviewed?
We recommend annual reviews but provide ongoing support, adjusting plans as needed to reflect changing circumstances or market conditions.
