Wright Financial Management

At Wright Financial Management Ltd, we are a team of experienced independent financial advisors who pride ourselves on providing high-level, tailored service to our clients. With over 30 years of collective experience, our team is dedicated to helping individuals and corporate clients achieve their financial goals. Our mission is to provide innovative and sustainable financial management solutions that exceed our clients' expectations.

Our Services

As independent financial advisors, we offer a comprehensive range of services designed to meet the unique needs of each client. Our services include:

• Pension Advice: We offer expert advice on pensions, including individual and corporate pensions, as well as pensions in divorce situations and income drawdown.
• Investment Advice: Our team provides advice on investments, including ISAs, ISA transfers, open-ended investment companies (OEICs), and capital investment bonds.
• Wealth Accumulation and Management: We help clients accumulate and manage their wealth through a range of investment strategies and financial planning tools.
• Family Wealth Preservation: Our expertise covers inheritance tax planning, family wealth management, and preservation strategies.
• Protection Needs: We provide advice on protection needs for both individuals and corporate clients, including life cover, mortgage protection, illness cover, partnership, and Keyman cover.

Our Approach

At Wright Financial Management, we understand that every client is unique, and we tailor our services to meet their individual needs. Our approach is centered around understanding each client's goals and priorities, and developing a customized financial plan to achieve them. We take the time to listen to our clients, offer personalized recommendations, and provide regular progress updates to ensure we are meeting their expectations.

Satisfied Clients

At Wright Financial Management, we take pride in the high level of service we provide to our clients. Our satisfied clients are testament to our commitment to excellence. We have been fortunate to have received numerous positive reviews and recommendations from our clients, which can be viewed on our website.

Our Team

Our team is comprised of experienced professionals who are dedicated to providing the highest level of service to our clients. Our team members have many years of collective experience in the financial services industry, and we are continuously developing our skills and knowledge to ensure we can provide the best possible advice and service to our clients.

Our History

Wright Financial Management was founded in September 1998 by Brian Wright, who recognized the importance of independent financial advice. Since then, the company has grown and expanded, with Andy Wright, son of Brian, joining the company in 2001. Today, we operate from an office near Bournemouth, Dorset, and service clients 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.