About Brightwater

We are a small team of chartered financial planners based in Bath. Since 2009 we have helped more than 400 families plan their retirement, invest with confidence and protect what they have built.

We are independent, so we look at the whole market and recommend what is right for you. We charge a clear fixed fee, agreed before we start.

An adviser talking a client through their plan

What we believe

  • Plain English, never jargon.
  • Advice that fits your life, not a product we need to sell.
  • A yearly review, so your plan keeps up with you.
A couple reviewing their finances