CMAE is delighted to partner with Bright Wealth Management to provide tailored financial advice and investment management services to both employers and individuals

Established in 2003, and with clients throughout the UK, Bright Wealth Management specialize in providing tailored financial advice and investment management services to both employers and individuals. From the design and implementation of a clubs employee benefits offering though to providing bespoke financial advice to individual employees, Bright Wealth Management offer a complete and comprehensive service.

Our partnership with CMAE is hugely exciting and we very much look forward to our work together. It seems clear that successive governments are now looking to shift many of the responsibilities around saving and retirement provision onto the employer. We aim to be a trusted a valued resource to all CMAE members in this area and in meeting the challenges ahead.

Examples of the specific areas in which we have already helped CMAE members: 

• Auto Enrolment/Workplace pension scheme design, implementation and governance
• Group Life Assurance/Health Insurance
• Staff presentations & Financial Education
• Bespoke Retirement planning for senior employees inc. lifetime cash flow modelling & understanding annual/lifetime pension allowance rules
• Advice for retiring employees
• Tailored Wealth Management service
• Mortgage Broking service