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We're Chartered

Financial Advisers

 

Welcome to The Wright Financial Advice


Highly experienced chartered and 'whole of market' holistic professional financial planning IFA practice that's also warm and understanding.

We specialise in maximising investment, 'pre', 'at' and 'post' retirement planning and the protection of the same monies throughout.

Above all we pride ourselves on finding out what matters to you the most and then we enable you to do whatever it is you want.

     

Qualifications & Awards

Chartered Financial Planner since 2008; APFS recognised


G.60 pension transfer specialist qualification


Advanced Diploma in Financial Planning


Diploma in Financial Planning


Certificate in Financial Planning


Certificate in Financial Services


Certificate in Financial Planning and Long Term Care Insurance


Certificate in Financial Administration (Life)


Certificate in Financial Administration (Pensions)


Certificate in Life & Pensions


Award in Long Term Care Insurance

 

Testimonials

Fantastic service, always helpful and a pleasure to deal with. Tony helped us to assess how well positioned we were for retirement with our savings and pensions. We now feel confident that we have a long term plan with regular meetings, and that he has taken the guesswork out of our future retirement aspirations. He is friendly and professional to deal with.

Ian from West Yorkshire
Having had Tony recommended to me by a friend, I have been extremely pleased with the service provided for all my requirements. Having had less than satisfactory experiences elsewhere in the past, I was delighted to receive thoughtful advice, tailored to my personal needs, rather than the "one size fits all" approach seemingly offered by others. I would recommend The Wright Financial Advice Ltd to friends and family, as a firm demonstrating good old fashioned qualities such as reliability and transparency – I felt happy to trust his advice and judgment."

Derek from West Yorkshire
We have dealt with Tony for several years, for investment and pensions advice, meeting annually but also on the phone when needed. He has always been courteous, professional, knowledgeable and honest, guiding us through the maze of pension legislation changes over the years, and provided investment advice too. My family have benefitted from his wide-ranging knowledge and experience, to ensure that our finances are looked after in the most efficient manner.

Andrew from West Yorkshire
Thank you for your advice, Tony. It has enabled me to retire 5 years earlier than I would have done!

Brian from West Yorkshire

     
 

We're Chartered Financial Advisers

 

Welcome to The Wright Financial Advice


Highly experienced chartered and 'whole of market' holistic professional financial planning IFA practice that's also warm and understanding.

We specialise in maximising investment, 'pre', 'at' and 'post' retirement planning and the protection of the same monies throughout.

Above all we pride ourselves on finding out what matters to you the most and then we enable you to do whatever it is you want.

 
 

Testimonials

Fantastic service, always helpful and a pleasure to deal with. Tony helped us to assess how well positioned we were for retirement with our savings and pensions. We now feel confident that we have a long term plan with regular meetings, and that he has taken the guesswork out of our future retirement aspirations. He is friendly and professional to deal with.

Ian from West Yorkshire
Having had Tony recommended to me by a friend, I have been extremely pleased with the service provided for all my requirements. Having had less than satisfactory experiences elsewhere in the past, I was delighted to receive thoughtful advice, tailored to my personal needs, rather than the "one size fits all" approach seemingly offered by others. I would recommend The Wright Financial Advice Ltd to friends and family, as a firm demonstrating good old fashioned qualities such as reliability and transparency – I felt happy to trust his advice and judgment."

from West Yorkshire
We have dealt with Tony for several years, for investment and pensions advice, meeting annually but also on the phone when needed. He has always been courteous, professional, knowledgeable and honest, guiding us through the maze of pension legislation changes over the years, and provided investment advice too. My family have benefitted from his wide-ranging knowledge and experience, to ensure that our finances are looked after in the most efficient manner.

Andrew from West Yorkshire
Thank you for your advice, Tony. It has enabled me to retire 5 years earlier than I would have done!

Brian from West Yorkshire

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

The Wright Financial Advice Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 228850.
Registered in England & Wales, Company Number 4910622. Registered Office address: 18 Falkland Mount, Leeds, LS17 6JG.
Trading address: As per our registered office address. Telephone: 0113 2691545
© 2015 The Wright Financial Advice Ltd | Regulatory Information

 

Designed by Want Creative


The Wright Financial Advice Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 228850.
Registered in England & Wales, Company Number 4910622. Registered Office address: 18 Falkland Mount, Leeds, LS17 6JG.
Trading address: As per our registered office address. Telephone: 0113 2691545
© 2015 The Wright Financial Advice Ltd | Regulatory Information


Designed by Want Creative