About Wrightway Financial Consultants Ltd.
Wrightway Financial Consultants Limited was established by
Steve Wright in 1991 and was incorporated in 1999. The business is
now an established and successful financial services practice
specialising in providing independent financial advice to people in all
walks of life. The practice is based in Sidcup near the A20 and
the M25.
Our aim is to provide
an arena in which our clients personal and professional financial
requirements can be met in all areas. Genuine financial
advice and customer service ensures that we establish
a long-term relationship built on trust and commitment
to meet their needs.
Clients are never advised to purchase a product or service
unless we are totally sure it meets with their requirements.
Business can be arranged on a commission or fee-paying basis. We
complete a full financial fact find of a client’s existing
arrangements and provide reports and comparisons which are easy
to understand. The majority of our business is received via
referrals from existing clients or through professional
connections which speaks volumes for the service we provide.
Our two senior financial advisers are :-
Steve Wright who established the practice and has been in the
financial services industry now for in excess of 20 years and
has a great deal of experience across various areas.
The practice is administered by Wendy Grimes, the office
manager, who ensures that the IT is running smoothly, client’s
files are maintained and updated and the submission of
new business, plus all general administration.
Wendy is supported by our long-standing employee Sylvie who has worked for the Company for 13 years and does
the majority of our typing and other administration work.
An initial meeting, lasting up to 30 minutes, will enable us to
complete our client fact find. This meeting is always carried
out free of charge. Clients then have a menu choice of payment
options depending on the service they
require.
We have invested significantly in computer equipment and systems which now
enables us to carry out many transactions online therefore
resulting in tasks being completed much quicker. We have a
state of the art database and all our files are backed up.
Wrightway's Service Charter
All investment and
pension clients will be asked to
complete an attitude to risk questionnaire in order to determine
an investment allocation according to their appetite for risk.
This will give a score on a scale of 1 to 10 where 1 is low risk
and 10 high risk.
We have compiled various portfolios for growth, income across
the full product spectrum, and depending upon someone’s score we
can allocate that portfolio to a low or high-risk basis. This,
coupled with our support of investment platforms where one
contract can give you access to over 1,000 funds, makes your
investments simpler and more importantly more profitable.
Platinum Service
We will undertake to provide you with:
- two valuations per year
- an in depth face to face meeting should you require
- reviewing all the investments that you hold and advising accordingly.
- all administration matters will be covered for you. These range from the straightforward but hugely time consuming issues such as change of address notifications to all product providers, investment fund switches, and policy premium alterations, to more complex issues including advising you of changes in legislation that may affect your investment.
- also admission to a presentation by leading investment houses covering topics such as inheritance tax planning, stocks & shares etc,
- and six free editions of ‘Talking Money’ covering topical financial issues of the day.
Please now take a moment to view the IFA services we offer or
contact us for further assistance