01423 810210 [email protected]

What we do

Here at Brigham Wealth Management we follow a four stage planning process to help clients identify where they are now, where they want to be and then help them to take control of their finances and live the life they want.

Consult

Most people acquire various investments and policies throughout their life without ever looking at what they will achieve collectively. This can lead to confusion and frustration. Through a series of consultation meetings, we aim to identify your long term goals and provide CLARITY on how you can achieve them.

Plan

After detailed analysis or your income, expenditure, assets and liabilities, we will create a financial plan evidencing how different decisions can impact on the achievement of your goals and give you the CONFIDENCE to move forward.

Implement

Having assessed your risk tolerance through an academically proven process, we will identify the most appropriate products, fund solutions and tax wrappers to meet your short, medium and long term objectives.  We will help you to understand how our recommendations affect you and implement them on your behalf. You will be kept informed of progress at all stages and have the RELIEF that everything is in good hands.

Support

Every day, we monitor and administer your investment funds. We provide unlimited meeting, phone and email support on asset management and financial planning matters. At least once per year, we meet with you to review your financial objectives, your lifetime cash flow forecast, your investment plan strategy, and your portfolio performance against the chosen benchmarks. We update your financial plan, and rebalance as necessary to give you the FREEDOM TO LIVE YOUR LIFE.

David clearly understands what we want to achieve and offers a solution to match, balancing both the need to save and spend!” “There is a clear and fair fee structure, important to any Yorkshire minded couple. Rob & Bev Millington

Huddersfield

David's great strength is his ability to spend, seemingly unlimited time to explain financial issues clearly, to communicate in a timely manner and to take care to attend to details and all our queries. Wing Commander I

West North Yorkshire