Bright Blue Wealth Limited
11 Windsor Street
Chertsey
KT16 8AY
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(408285) Openwork Limited
The team at Bright Blue Wealth have been looking after clients’ finances for the last 25 years. Our clients and their families entrust us with in excess of £500 million of sums assured to enable their families and businesses to continue in the event of life not going to plan. We administer and offer bespoke recommendations on assets under management of £250 million, spread through pensions, offshore and onshore investments and share portfolios.
Bright Blue Wealth is committed to providing you with expert advice and flexible solutions for your individual needs. We believe that our clients get the greatest value from us through the setting out of a tailored strategy to achieve goals; we take time to explain our recommendations and advice as well as explore with clients the different options and routes open to them.
Our role is to make your money work harder for you, simplifying your wealth management portfolios and giving excellent, trusted and lifetime financial advice.
We work with clients to establish a relationship built on mutual trust that allows both of us to benefit from an honest partnership with clear objectives for your financial and personal well-being.
YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
Some buy to let mortgages are not regulated by the Financial Conduct Authority
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Approved by The Openwork Partnership on 30/11/2023
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.