We advise on every aspect of Financial Planning
People ask me why my business has been successful and why my clients are still with me after all these years, and I always say its down to two things; service and also the fact that I keep things simple and talk to a client in language they can understand. That’s what I want when I seek professional advice from other fields, if I ring and speak to my adviser I want to feel I’m valued, that I’m not being a nuisance and that I’m being listened to.
People ask me why my business has been successful and why my clients are still with me after all these years, and I always say its down to two things; service and also the fact that I keep things simple and talk to a client in language they can understand. That’s what I want when I seek professional advice from other fields, if I ring and speak to my adviser I want to feel I’m valued, that I’m not being a nuisance and that I’m being listened to.
I get frustrated when I see a client for the first time and they have pensions and savings plans that were taken out years before and have never been offered a review or received a service call while they are paying for an ongoing service. To me that is unacceptable and poor business practice, like buying a new car and never having it serviced, and of course the same should apply to financial affairs which also need regular servicing.
I also have two very firm rules, which has put me in good stead over my time as a professional adviser.
Firstly I would never leave a client until they fully understood exactly what they are buying and I wouldn’t recommend any product unless I was prepared to purchase that product myself.
After a brief chat over the phone where you would outline your needs and circumstances to us we would arrange a no obligation initial consultation, face to face so we can get to know you and your current financial situation and just as importantly for you to get to know us.
This meeting can take place either in the comfort of your own home or business premises, at our offices or at a mutually agreed venue such as a local hotel or meeting room.
The average time for a first meeting is usually an hour but can vary depending on how simple or complex your needs are.
Once we have conducted the initial meeting we would go away, analyse your needs and circumstances and write a report with our full recommendations.
I’m registered with the FCA and fully qualified to give financial advice on all areas previously mentioned.
When clients come to me they know from the first meeting that they are in very safe hands and will be looked after in a professional manner.
Financial planning can be quite stressful.
My job is to take the stress away from you completely and to handle your financial planning from start to finish recommending what is appropriate for you based on your needs and objectives.
It doesn’t end there of course, once you are a client you will be given a first class service and be looked after in a caring and professional way.
When you have an ongoing service with us this means clients can speak to me as much or as little as they wish, I’m literally only a call, an SMS or an email away.
Contact us today for a no obligation initial consultation
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From arranging a mortgage to Investing a lump sum, or sorting out life cover to saving for retirement we advise on it! If it involves money look no further.
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Tadcaster Enterprise Park
Commer House
Station Road
Tadcaster
North Yorkshire
LS24 9JF
Registered in England and Wales No: 11793303.
Authorised and regulated by the Financial Conduct Authority. The Wright Financial Company Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 926034
Registered Office: Tadcaster Enterprise Park, Commer House, Station Road, Tadcaster, North Yorkshire LS24 9JF
If you wish to register a complaint, please write to: Tadcaster Enterprise Park, Commer House, Station Road, Tadcaster, North Yorkshire LS24 9JF Or Telephone: 01977 678066.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
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