Independent
Financial
Advice

Wright Financial Management are independent financial advisors that provide whole of market independent advice options for our clients. We pride ourselves on our high level, tailored service, ensuring our clients priorities and financial aims are at the forefront of everything we do.

GOALS DON’T JUST HAPPEN,
YOU HAVE TO PLAN FOR THEM

When it comes to managing your finances, the wealth of resources now available can make it easy to try and go it alone. However, obtaining the right advice from a qualified professional financial adviser will ensure you are able to plan ahead by including expectations for items such as inflation, market declines and your protection requirements, so you can stay on track. An independent financial advisor will of course assess the whole market on your behalf, ensuring all options have been assessed.

Looking for a fresh approach?

We offer full-service financial advice, tailored for you

Wright Financial Management provide high quality financial advice whatever your personal situation may be. We particularly specialise in providing help and guidance in the increasingly complicated world of pensions, investments and protection.

We provide specialist help and advice
in the following areas

Pension Advice

Pensions both individual and corporate, including pensions in divorce situations, income drawdown, group pension schemes etc

Investment Advice

Investments including ISA’s, ISA transfers, Open Ended Investment Companies (OEIC’s), Capital Investment Bonds etc

Investment Advice

Wealth accumulation and Management

Family Wealth Preservation

Inheritance tax planning (IHT) – Family Wealth Management

Protection Needs

Protection needs for both individuals and corporate clients including family protection, life cover, mortgage protection, illness cover, partnership and Keyman cover.

Seamless process

How It Works

01 Book a free Consultation

Get free guidance and advice from our team of experts. We'll listen to your unique situation, offer personalised recommendations, and offer you a clear path to achieve your goals.

02 Set Budget & timeline

Setting a timeline and budget is crucial for successful portfolios. Define the scope, identify milestones and work with our team to track progress regularly.

03 research & goals

Finding your financial goals is an important step in creating a successful financial plan. We start by outlining your long-term goals such as retirement savings, paying off debt, or owning property. Once you've identified your goals, create a roadmap to achieve them by breaking them down into actionable steps.

successful Cases satisfied customers.

We aim to provide the highest quality advice and service to you and are aware that finding a local and reliable adviser can be difficult. We are therefore proud to be able to show you comments from a few of our clients describing their impressions of dealing with our company.

★★★★★ 5/5

” They have provided me with investment and pension advice for a number of years, without fail they have been professional and courteous, explaining complicated finance jargon, responding quickly to any queries and providing sound advice. I feel confident to recommend them to both friends and strangers alike.”

” We have been dealing with Wright Financial Management for a number of years and during that time they have provided us with sound financial advice for savings, investments and pensions. We have no hesitation in recommending them to anyone seeking independent financial advice.”

” I am very appreciative of the help given on my pension and investments over the years and have no hesitation in recommending their services.”

“The individual attention and the informed choices that Wright Financial Management have always provided me with have been invaluable over the previous five years. Their professional and caring service has given me great peace of mind. The security that my financial affairs are in safe hands has always been a bonus to me, and their friendly and relaxed manner has allowed me to make the correct decisions in order for me to look forward to a good retirement!”

” Wright Financial Management have been looking after both my business and personal financial needs for the past 8 years. I have always found their service and advice to be of the highest quality and count myself very fortunate in being introduced to them by my accountant. I would highly recommend them to others looking for tailored advice and service.”

Are you ready to find out more?

Please fill out the form, so we can learn more about you and your needs.

Wright Financial Management Ltd
Independent Financial Advisers

Independent
Financial
Advice

GOALS DON’T JUST HAPPEN,
YOU HAVE TO PLAN FOR THEM

We offer full-service financial advice, tailored for you