Welcome to
Retirement Solutions for IFA's

What retiring IFAs have to say about Bright.

Geoff Morris, owner of GM Associates: ” I have been planning my retirement for the last two years and am pleased to have sold the business to Bright. I’ve been impressed with Bright’s knowledge of the retirement process and its ability to provide my clients with ongoing advice and service, so over the next month I shall be introducing my clients to Bright’s advisors and am looking forward to retiring in 2011.”

Rob MacPherson, co-owner of Ridings: "Initially, Ridings will be a trading style of Bright, becoming fully integrated as Norman, my partner and I move closer to retirement. The deal provides our clients with continuity of service and advice and recognises the value that we have built in the partnership."

David Lett of David Lett and Associates: “I have spent a considerable amount of time meeting with companies who have shown an interest in my own business and over the last two years have tried to identify a practice with whom I could feel confident and to whom I could hand over my clients. The purchase of my business and the handover of my clients has been handled in a straightforward and structured way and after 30 years in financial services, I am now looking forward to retirement.”

Gerry Kay, owner of Glencairn: "I have really enjoyed building the business, but the whole question of an exit strategy presented a number of challenges. The key challenges for me were to ensure that my clients received the continuity of personal service and quality ongoing advice from a professional firm."