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Independent Financial Advisers

Peterborough, Cambridge & Verwood Dorset

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

Following the introduction of Retail Distribution Review (RDR)  on 1st January 2013, for investment advice customers have an option of either Adviser Charging or Fees.  However, the customer always determines the most appropriate option in accordance with their personal circumstances.

We normally offer a free initial consultation before agreeing requirements and our recommendations.

We provide specialist help and advice in the following areas;-

  • Pensions both individual and corporate, including pensions in divorce situations, income drawdown, group pension schemes etc
  • Investments including ISA’s, ISA transfers, Open Ended Investment Companies (OEIC’s), Capital Investment Bonds etc
  • Wealth accumulation and Management
  • Inheritance tax planning (IHT) – Family Wealth Preservation
  • Protection needs for both individuals and corporate clients including family protection,life cover, mortgage protection, illness cover, partnership and Keyman cover.

137 Newtown Road
Verwood
Dorset
BH31 6EH

P: 01202 823 493 M: 07801 530 989

The Chestnuts, Priory Gardens
Chesterton
Peterborough
PE7 3UB

Tel 01733 371269