*The products and services promoted here are not part of the Openwork offering and are offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. These products are not regulated by the Financial Conduct Authority.

‘I have been a customer for more than ten years, a period that has included my retirement, my divorce and at least three global financial crises. I would describe Phillip Ford and his team as my financial rock through this period, and I shall continue, without hesitation, to recommend him to anyone. It goes without saying that they have the expertise, organisation, contacts and networking skills to provide a premier service as financial advisers, but what distinguishes them, what makes them special, is the approach. They provide friendly, consistent, cost effective and holistic advice tailored perfectly to the clients’ needs and expectations. They provide regular and intensive reviews, flexibility to adapt and change in an increasingly volatile and unpredictable world. I have enjoyed the friendship, the partnership and the strong sense of security for my family that this relationship has ensured. They are without doubt one of my better decisions!’

—MP, Tunbridge Wells.

Tax-efficient Wealth

When recommending any form of planning, your adviser will favour solutions that allow the managing of your wealth in a tax-efficient manner, as well as assess the suitability of a wide range of investment vehicles and how appropriate these may be to your specific strategy and risk levels.

From ISAs to Pensions, VCTs to Offshore holdings and share portfolios to deposit accounts, Bright Blue will explore the range of investments most suitable to your particular circumstance, taking into account your own personal taxation level and the objectives of your financial planning.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.