Who are we?
A bit of background…
We started out as Bright Financial Services, set up in 2010, offering wills, trusts and powers of attorney as well as a full range of financial advice services. I’m Mina and I joined the business in 2015 having completed a Jurisdoctor degree and then specialising in Wills & Succession with CILEx. In 2023, we changed structure so that Bright Estate Planning became a standalone service specialising in wills and estates.
Full range of expertise
Working in association with tax and trust experts, who also offer trustee and executor services, we are able to offer a full range of estate planning services and provide up to date advice, information and recommendations tailored to your specific needs and circumstances.
No “one size fits all”!
As a family business we’ve always put our clients’ needs first knowing that everyone’s circumstances, while they may be similar, are always unique in some way and personal preferences mean that, where there are a number of possible options to cover one scenario, different clients may choose different solutions.
There is no “one size fits all” - we first discover what your needs and priorities are, then we provide our recommendations. We’ll visit you in the comfort of your own home or, if you prefer, take your instructions over a Zoom call, which has proven more popular and convenient for many over the last few years.
