To many people in the North Yorkshire area the names of Norman Deakin and Ed Smith are synonymous with every aspect of financial planning for their future and the future of their families. Whilst Norman and Ed are still very much a feature of local life, their reputations and service are being carried forward by a team – now under the auspices of Bright Wealth Management – which combines both experience and a new generation of the best in financial planning. To many this will just mean investment planning and pension planning, but the advice available covers the broadest spectrum of financial needs for individuals and families alike.

Adam Yates takes up the story. “We are now even better equipped to provide the best financial advice for you and your family. Direct, personal relationships are the key to our success and we are carrying forward those relationships built over many years by our colleagues here.”

Adam’s colleague Richard Smith adds, “We are enjoying developing Bright along with Peter Bedwell, who previously worked with Norman. Although it has to be said that Norman Deakin is still very much around as an ambassador for the company. And we still work with many of Ed Smith’s clients from what was then E. W. Smith & Co. Continuity is vital when you are advising on the planning of an individual’s wealth and in fact, protecting that wealth for the future. Of course it’s not just the individuals we are working with, it’s families and often generations of families.”

Although based firmly in the Dales, Bright have clients all around the country, backed up by an extensive team at Bright’s headquarters in Warrington, where a team of experts analyse requirements and recommend investment products.

When asked for the secret of Bright’s success over the past decade of financial turmoil in both the UK and globally, CEO Michael Gillibrand states, “It’s simple really. Bright Wealth Management believes that the people within the business are at the heart of the business. From the most senior to the most junior member of staff, everyone contributes to our success and each voice has its place in that success. That’s why we have confidence that our clients receive the best possible advice for their long-term financial future.”

There is a vital, key word in Mike’s words that applies as much to Bright Wealth Management as to their clients: confidence.

The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more of which are available on the Group’s website. The ‘St. James’s Place Partnership’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.