About
Wright Financial Management was founded in September 1998 by Brian Wright after 30 years service as a senior manager within a leading UK insurance company. This was in response to his vision that recognised the importance of independent financial advice.
Background
The company became incorporated on 8th April 2005 and is directly regulated by the Financial Conduct Authority
Brian’s son Andy joined the company in 2001 managing the Verwood office after spending all his working life in financial services.
Wright Financial Management operates from an office near Bournemouth, Dorset which service our clients based across the UK.
Our Mission
Our company mission is to provide innovative and sustainable financial management solutions to our clients through exceptional customer service and a commitment to quality. We aim to exceed our clients’ expectations by delivering efficient and cost-effective independent financial advice solutions, and to nurture long-term relationships. Our core values of integrity, transparency, and respect guide all our decisions and actions, both within the company and in our interactions with clients. We recognise that our success is tied to the success of our clients, and we are dedicated to helping them achieve their goals.
Why Choose Us
If you’re looking for an independent financial management company that can help you achieve your long-term financial goals, our company is the right choice. Our team of experienced advisors will work closely with you to understand your unique financial situation, and to craft a personalised plan that meets your needs. Because we are independent, we have no obligations to any particular financial institution or product, and we are free to focus solely on what is best for you.
We offer a broad range of financial management services, including investment management, retirement planning, tax planning, and estate planning. And because we are committed to transparency, you can be confident that our advice is always impartial and in your best interests. Trust us to help you build a secure financial future.
Are you ready to find out more?
We strive to be a trusted partner to our clients and help them achieve success in their endeavours.
Speak to us today
