Bright Star Wealth Ltd
Bright Star Wealth Ltd, based in the New Forest and we provide bespoke wealth management and financial planning services to a wide range of private individuals across Hampshire and the home counties.
We advise on all aspects of personal financial planning, including life cover, investments and savings, pensions and retirement planning, mortgages,and inheritance tax planning. Our clients include individuals as well as small businesses.
We know we can help on your journey to reach your financial goals. Call us today.
Please note: Investments Carry Risk
David Lewis, Senior Financial Adviser
T: 07453 502 471
Email: David.lewis@brightstarwealth.co.uk
David has worked within the financial services industry since 1991. During this time, he has worked for large financial institutions and smaller financial services firm. His clients are at the heart of everything he does, which led him to set up his own firm to focus on their needs. A key part of this work involves cashflow modelling to enable his clients to visualise their lifetime goals and what is important to them.
David prides himself on holding qualifications in all advise areas so clients can be assured all bases are covered when their financial plan is put together.
He is also a Director of Bright Star Wealth and Bright Star Wills & Estate Planning.