Our Approach
We build long-term, trusted relationships with clients and support them in making better financial decisions for the long-haul.
We look at your financial picture in detail, and from every angle. So, whether you want to raise, build, or protect your money, or to pass it on to the next generation, our focused financial advice comes from a well-rounded, 360-degree perspective with all bases covered.
Step 1: we meet with you to find out about your financial and personal goals, current financial situation, family situation, and attitude to investment risk.
Step 2: we develop a proposal tailored to your short, medium and long-term needs.
Step 3: we explain our findings and make our proposals. Note, in some cases, our recommendation may be to make no change, if that is what we think is the best course of action for you.
You are under no obligation after steps 1 to 3, covering the time we spend meeting with you, reviewing your situation, developing our recommendations and explaining them fully. Whether or not you take our advice is entirely your choice. We never put you under pressure or obligation, and any information you share with us is confidential. And if, during the course of our long-term relationship, your goals or circumstances change, and you want us to make new recommendations, we will repeat the process above - with no obligation.
When you take our advice and become a valued Brightside client, receiving our ongoing services and support, we will
- discuss at the outset of our relationship, what you can expect from us and when
- keep you informed, so you know how your money is being managed
- be available to discuss specific concerns, or when a life event changes your plans
- provide online access to your individual wealth account 24/7 via our website
- ensure you are up to date with the latest economic news
- undertake a regular review to check your plans still meet your needs
- provide bulletins and e-briefings with topical financial news and features
- invite you to our seminars and events
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Kevin was recommended to me six years ago and during that time I have always found him to be very professional and friendly, with advice based on sound financial knowledge. I would not hesitate to recommend his services to anyone in the future.
I would not hesitate in recommending Ryan Marriott for continuing efforts and sound advice. His whole programme is to ensure that I am happy with every suggestion and discussed choices I made during our meetings. His continuous support made my choices easier backed up with sound judgement. I woul...
I have always been given fair and useful information about my pension investments, and I can count on useful advice at the time I need it. I would recommend them to anyone in my position.
The best thing I did was go to see SJP when they were in my office, it was there I spoke to Jay and he has been brilliant ever since. I decided very quickly to move my pension after a couple of conversations with Jay, he also helped me with other things not to do with my pension mean...
Hi Olivia, thank you for your time today, I appreciate all the hard work you’ve put in to providing me with detailed information on the options available to me at retirement. We work in a complex sector and the trick is to take difficult things and explain them simplistically and that’s what you...
Olivia has been proactive in arranging regular reviews with myself, she has also provided sage advice in all areas of financial planning. In particular she has advised me of pension options that will be hugely advantageous for me. In my opinion Olivia has demonstrated complete professionalism and...
Since our first association with Jay Evans and Brightside, my wife and I have been impressed by the professionalism, knowledge and helpfulness demonstrated in the advice provided and the efficiency in which our accounts have been created and managed. The regular reports provided are detailed but...
Jay has always given sound advice, put my interests first & completely trust his advice given. The service I have received has always been exceptional along with his support. I would not hesitate in recommending Jay to anyone.
I am very happy with the service I receive from Jay. He explains everything thoroughly. He has a very pleasant manner. I feel I can always contact him for advice. I would recommend him to anyone.
Mandy, Elaine and Kevin are such a pleasure to deal with so professional. They kept me regularly updated on progress in transferring funds to St. James's Place. Kevin has given me invaluable advice along the way. A fantastic gang to deal with! Long may it continue…
Kevin and the team provide an exceptional professional service in a friendly way. Working flexibly around our busy lives. I would not hesitate in recommending them to any of our friends or family.
It is a pleasure to have Jay in my home. He is always extremely courteous and very knowledgeable. He explains things very clearly and does not mind how many questions I ask. Jay is easy to contact anytime I have needed advice and nothing is too much trouble for him. I would not hesitate to reco...
From my initial meeting with Olivia I felt at ease, and over the years she has given clear guidance enabling me to make informed financial decisions. I would have no hesitation in recommending her to family or friends.
Lily has always engaged with me balancing professionalism and being personable which I have enjoyed. Lily has earned my trust and respect in her advice as well as adding value to the Brightside Wealth Management reputation. Thank you Lily for your time.
Kevin and Elaine have been exceptional in dealing with my pension claims. Keeping me abreast, communication and dealing with queries has been top notch. Could not recommend them enough, very high standards being set by their firm.
I have had several meetings with Jay now and I find him extremely professional, easy to talk to and his explanations are very clear and easily understood. I feel able to ask any questions to clarify my understanding and he works at my pace. The service and support is exceptional and I wouldn't hesit...
Olivia goes to great length to explain to us how our investments are working for us. We know if we need any advice or have any questions she is at the end of the telephone. Would highly recommend Olivia to anyone looking to invest any cash.
I asked Olivia for advice on an investment initially, but she reviewed our overall financial circumstances, took the time to understand our position and what we wanted to achieve in the long-term and came back with a broader plan that was very detailed, well thought through and made excellent sense....
Kevin and the team have given very sound advice clearly and concisely. No waffle, no jargon, just exceptional service and ongoing support that has helped us to better plan for the future and given us greater peace of mind.
Since meeting Jay. I have felt a lot better about the state of my finances. I have been able to put my trust in him, and feel that my financial future is in good hands, as I head towards retirement! As a lady on my own, it is very helpful to have someone I can trust with my future, for both me ...
Lilly has handled my financial affairs with thoughtful and skilled professionalism at all times. I trust her sincerity and and am grateful for the helpful advice she unhesitatingly offers over all matters.
I would and do recommend her services to friends and family.
Her bright, che...
I was first introduced to Mr. Kevin Kent through my bank manager, who recommended him for his impeccable service and professional integrity. Since that time Kevin has been most helpful and patient, always taking the time to explain matters thoroughly, which has helped me make the right decisions. I ...
I was putting off speaking to a financial adviser because I didn't think I had enough money for a start! I also felt I should be able to manage things myself. A friend recommend Kevin Kent, and I am so glad I made the call. He has been my adviser for several years. I feel better informed to make goo...
4 Years ago Kevin started to advise me over my finances. I had come into a lot of money suddenly. Kevin has helped me enormously with investments and IHT (Inheritance Tax) advice for my children. His care of my money has been exceptional. I trust his advice, and he is always available to talk to, an...
We have had excellent, prompt advice from Kevin and his team. Always available by phone or a swift visit if required. We have recommended Kevin to family members and will continue in the future.
Trust is of utmost importance to me. Olivia quickly gained my trust through her clear honesty, ability to truly listen, review and act in a timely and professional manner. I would thoroughly recommend Olivia to future clients.
We have experienced exemplary service when dealing with Kevin Kent, Jane Weston and the rest of the team. However, we feel that particular mention should be given to Mandy Clouting admin assistant, she is always warm while maintaining a professionalism we have come to expect. Confident that any requ...
My wife and I have great pleasure in giving Kevin Kent this testimonial. We have known him for the past three years, in which time he has shown to be totally trustworthy, very good at his job and carried out our financial planning to our total satisfaction. We would not hesitate to recommend him to ...
Kevin gives sound advice in a way that I can understand. Exceptional service and support received. I would not hesitate in recommending him.
We have known Kevin since just before our son passed away. He helped us through this difficult time by ensuring that everything financially was taken care of. He has continued on this path over the past few years and has not been afraid to have those tough conversations as well as celebrating the go...
A friend told me about Kevin Kent, he came to see us and offer his advice. He understood our concerns and explained our options in a clear and friendly manner. The support from him and his team has been first class. There was no pressure or rush to make decisions and would be happy to recommend...
Kevin Kent has been of great assistance to us. He is switched on to all of our needs. He is forthright, honest and has put our minds at ease purely because of his own attributes. Kevin is a really good guy all round and we would recommend his services to anyone.
My many meetings with Kevin Kent have always had my best interests at heart. He is a very good listener and plans investments to suit our requirements. Over the years as our financial adviser he has also become a family friend and we would be happy to recommend his services.
Kevin was recommended to me six years ago and during that time I have always found him to be very professional and friendly, with advice based on sound financial knowledge. I would not hesitate to recommend his services to anyone in the future.
I would not hesitate in recommending Ryan Marriott for continuing efforts and sound advice. His whole programme is to ensure that I am happy with every suggestion and discussed choices I made during our meetings. His continuous support made my choices easier backed up with sound judgement. I woul...
I have always been given fair and useful information about my pension investments, and I can count on useful advice at the time I need it. I would recommend them to anyone in my position.
The best thing I did was go to see SJP when they were in my office, it was there I spoke to Jay and he has been brilliant ever since. I decided very quickly to move my pension after a couple of conversations with Jay, he also helped me with other things not to do with my pension mean...
Hi Olivia, thank you for your time today, I appreciate all the hard work you’ve put in to providing me with detailed information on the options available to me at retirement. We work in a complex sector and the trick is to take difficult things and explain them simplistically and that’s what you...
Olivia has been proactive in arranging regular reviews with myself, she has also provided sage advice in all areas of financial planning. In particular she has advised me of pension options that will be hugely advantageous for me. In my opinion Olivia has demonstrated complete professionalism and...
Since our first association with Jay Evans and Brightside, my wife and I have been impressed by the professionalism, knowledge and helpfulness demonstrated in the advice provided and the efficiency in which our accounts have been created and managed. The regular reports provided are detailed but...
Jay has always given sound advice, put my interests first & completely trust his advice given. The service I have received has always been exceptional along with his support. I would not hesitate in recommending Jay to anyone.
I am very happy with the service I receive from Jay. He explains everything thoroughly. He has a very pleasant manner. I feel I can always contact him for advice. I would recommend him to anyone.
Mandy, Elaine and Kevin are such a pleasure to deal with so professional. They kept me regularly updated on progress in transferring funds to St. James's Place. Kevin has given me invaluable advice along the way. A fantastic gang to deal with! Long may it continue…
Kevin and the team provide an exceptional professional service in a friendly way. Working flexibly around our busy lives. I would not hesitate in recommending them to any of our friends or family.
It is a pleasure to have Jay in my home. He is always extremely courteous and very knowledgeable. He explains things very clearly and does not mind how many questions I ask. Jay is easy to contact anytime I have needed advice and nothing is too much trouble for him. I would not hesitate to reco...
From my initial meeting with Olivia I felt at ease, and over the years she has given clear guidance enabling me to make informed financial decisions. I would have no hesitation in recommending her to family or friends.
Lily has always engaged with me balancing professionalism and being personable which I have enjoyed. Lily has earned my trust and respect in her advice as well as adding value to the Brightside Wealth Management reputation. Thank you Lily for your time.
Kevin and Elaine have been exceptional in dealing with my pension claims. Keeping me abreast, communication and dealing with queries has been top notch. Could not recommend them enough, very high standards being set by their firm.
I have had several meetings with Jay now and I find him extremely professional, easy to talk to and his explanations are very clear and easily understood. I feel able to ask any questions to clarify my understanding and he works at my pace. The service and support is exceptional and I wouldn't hesit...
Olivia goes to great length to explain to us how our investments are working for us. We know if we need any advice or have any questions she is at the end of the telephone. Would highly recommend Olivia to anyone looking to invest any cash.
I asked Olivia for advice on an investment initially, but she reviewed our overall financial circumstances, took the time to understand our position and what we wanted to achieve in the long-term and came back with a broader plan that was very detailed, well thought through and made excellent sense....
Kevin and the team have given very sound advice clearly and concisely. No waffle, no jargon, just exceptional service and ongoing support that has helped us to better plan for the future and given us greater peace of mind.
Since meeting Jay. I have felt a lot better about the state of my finances. I have been able to put my trust in him, and feel that my financial future is in good hands, as I head towards retirement! As a lady on my own, it is very helpful to have someone I can trust with my future, for both me ...
Lilly has handled my financial affairs with thoughtful and skilled professionalism at all times. I trust her sincerity and and am grateful for the helpful advice she unhesitatingly offers over all matters.
I would and do recommend her services to friends and family.
Her bright, che...
I was first introduced to Mr. Kevin Kent through my bank manager, who recommended him for his impeccable service and professional integrity. Since that time Kevin has been most helpful and patient, always taking the time to explain matters thoroughly, which has helped me make the right decisions. I ...
I was putting off speaking to a financial adviser because I didn't think I had enough money for a start! I also felt I should be able to manage things myself. A friend recommend Kevin Kent, and I am so glad I made the call. He has been my adviser for several years. I feel better informed to make goo...
4 Years ago Kevin started to advise me over my finances. I had come into a lot of money suddenly. Kevin has helped me enormously with investments and IHT (Inheritance Tax) advice for my children. His care of my money has been exceptional. I trust his advice, and he is always available to talk to, an...
We have had excellent, prompt advice from Kevin and his team. Always available by phone or a swift visit if required. We have recommended Kevin to family members and will continue in the future.
Trust is of utmost importance to me. Olivia quickly gained my trust through her clear honesty, ability to truly listen, review and act in a timely and professional manner. I would thoroughly recommend Olivia to future clients.
We have experienced exemplary service when dealing with Kevin Kent, Jane Weston and the rest of the team. However, we feel that particular mention should be given to Mandy Clouting admin assistant, she is always warm while maintaining a professionalism we have come to expect. Confident that any requ...
My wife and I have great pleasure in giving Kevin Kent this testimonial. We have known him for the past three years, in which time he has shown to be totally trustworthy, very good at his job and carried out our financial planning to our total satisfaction. We would not hesitate to recommend him to ...
Kevin gives sound advice in a way that I can understand. Exceptional service and support received. I would not hesitate in recommending him.
We have known Kevin since just before our son passed away. He helped us through this difficult time by ensuring that everything financially was taken care of. He has continued on this path over the past few years and has not been afraid to have those tough conversations as well as celebrating the go...
A friend told me about Kevin Kent, he came to see us and offer his advice. He understood our concerns and explained our options in a clear and friendly manner. The support from him and his team has been first class. There was no pressure or rush to make decisions and would be happy to recommend...
Kevin Kent has been of great assistance to us. He is switched on to all of our needs. He is forthright, honest and has put our minds at ease purely because of his own attributes. Kevin is a really good guy all round and we would recommend his services to anyone.
My many meetings with Kevin Kent have always had my best interests at heart. He is a very good listener and plans investments to suit our requirements. Over the years as our financial adviser he has also become a family friend and we would be happy to recommend his services.
Kevin was recommended to me six years ago and during that time I have always found him to be very professional and friendly, with advice based on sound financial knowledge. I would not hesitate to recommend his services to anyone in the future.
