Established in 2010 and previously known as Brighter Financial Services Ltd, we joined Perspective Financial Group Ltd in 2023, re-branding to become Perspective (Brighter). We are a leading firm of Financial Advisers based in Halifax, West Yorkshire, delivering an end-to end financial advice service to individuals, businesses and charitable trust clients.
Our Financial Planning Services
All our financial planners are qualified to provide regulated advice and we pride ourselves on supporting our advisers to achieve Chartered status, wherever possible. This ensures that you, our clients, will be able to benefit from their expert specialised advice and client service, fit for purpose now and into the future.
We have a long-standing presence in West Yorkshire and the surrounding regions, and have built a solid reputation with our clients. We are proud of the fact that our clients stay with us once they find us.
From retirement and estate planning to home ownership and protection, our financial planners provide personal support and advice to help you achieve your financial goals. We also offer a range of business financial planning services from business strategy planning to investment and income management. Our website provides you with more details about our expertise and the services we offer.
Why Choose Us?
Our growing success since 2010 is due to three simple facts:
- We never stop looking to improve client services to meet changing needs.
- We ensure that we do everything in our power (accounting for market volatility) to ensure that our clients meet their financial goals
- We are recommended to others by our clients, which accounts for the largest source of referrals to us.
It is quite normal to be unclear about how your finances managed in a way that meets your future needs, but this is our expertise. Our job is to help you feel at ease, be clear about your goals and develop a plan that gives you financial confidence.
We work hard to make sure that all our clients benefit from our professional approach to the management of their financial affairs. We know that people can find financial services confusing or daunting, and therefore always take the time to explain complex matters in simple language.
This is why when you first contact us, you will not pay us for the meeting. This is our opportunity to guide you about what we do, how we can add value and then you can decide if we are right for you.
We pride ourselves on working with people in a clear, simple and sensitive way, so that you feel listened to, your priorities are understood, and any concerns addressed.
Come and see us
We have many clients – young and old, new and existing – who visit us in our offices at Sowerby Bridge, Halifax.
You are welcome to drop in and see us. We may be able to see you straight away.
However, if a financial planner is not available and you want help, we will be very happy to make an appointment for you.
We look forward to meeting you.
The value of investments can go down as well as up and you may get back less than the amount invested