Wright Financial Management Limited

Independent Financial Adviser  137 Newtown Road, Verwood, Dorset, BH31 6EH
First meeting at adviser's own cost
Small enough to care but big enough to cope with any financial situation.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
Response rating
9.3/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Andy Wright DipPFS CertCII(Life and Pensions) Award in Financial Administration
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

About us

Wright Financial Management are a firm of IFA's based near Peterborough in Cambridgeshire and Verwood, Dorset, offering a personal service tailored to the needs of individuals and companies. Founding principal is Brian Wright who has spent over 40 years in financial services and has professional membership with the Society of Financial Advisers (SOFA). Wright Financial Management are directly authorised and regulated by the FCA.

Our services

Very friendly service committed to guiding you through the increasingly complex world of pensions and investments. We are particularly experienced in the world of pensions including options both before and after retirement and converting lump sums to generate high levels of tax efficient income streams.

Where to find us
Head office address: 137 Newtown Road, Verwood, Dorset, BH31 6EH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 26th October 2020

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