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Bright Blue Investment Management Limited was set up in 2003 to create an Independent service giving a full financial planning review.
Traditionally, financial services clients are customers simply buying products and services from their financial advisers. Bright Blue performs a financial review which establishes where you are right now. Taking into account those facts as well as your hopes and aspirations for the future, we create a 'financial road map' designed to take you to your financial destination as simply as possible but with the maximum of flexibility.
The difference between customers and clients is : customers buy a product, clients are looked after on a long-term basis. Which would you rather be?
Mark Price brings a unique skillset to the firm. A qualified teacher, he has been an Independent Financial Adviser since 1985. He has also worked as a trainer within the Financial Services industry, training other financial advisers for examination, and industry-specific software tools. Involvement with youth projects for disaffected and homeless young people has brought a unique insight into the importance of sound financial planning, starting from any base-line.
His experience as a teacher and trainer means your problems and their solutions are expressed as simply but as effectively as possible to ensure ease of understanding and peace of mind for you, your family and your business.
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