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Newsletter 2023

Feb 28, 2023

The Wright Financial Company would like to wish you all a very Happy New Year. 

We have had a very trying year in the financial markets. Only the UK’s FTSE 100 index and the Singapore Straits Times index have made gains and both of those have increased by just 1% in 2022. As you are aware the issues that have turned the markets volatile are increased inflation, fear of recession, increasing interest rates and of course the war in Ukraine.

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Third party content and links to external websites 


We are not responsible for the content of any linked website in our blogs or on our site. and cannot take responsibility for the consequences of your using the information or services on linked websites. A link to a third-party website does not imply endorsement – you must use your own judgement to decide whether the information or service on that website is suitable for your needs. 

Newsletter 2024

06 Feb, 2024
Happy New Year to you all from The Wright Financial Company!

I'm not worried about the investment markets - here is why!

04 Oct, 2022
In February of this year, I wrote to you to give my take on what was happening in the markets around the world. I am writing to you again today to tell you that I am still firmly standing by my statements I made at that time. I want to update you and hopefully promote calm and patience amongst all of my clients.

Doctors could claw back £11m in LTA charges

02 Nov, 2021
Several hundred doctors could collectively save £11m if they apply for lifetime allowance protection. A Freedom of Information request submitted by Quilter found 413 members of the NHS Pension Scheme who have retired and paid lifetime allowance tax charges could have benefited if they applied for protections.

Writing life insurance in trust

27 Jul, 2021
Did you know that you could avoid inheritance tax and maximise the pay-out for your loved ones by writing your life insurance in trust?  When taking out life insurance, you’ll want to set it up in such a way that the beneficiaries of your policy do not have to pay tax and that the policy pays out quickly without having to go through probate. Putting your policy into trust is a great way to do this. New policies can be put into trust at onset and existing Life policies can be put into trust at any time during the term of the policy.

Newsletter 2021

19 Jan, 2021
A belated happy new year to all of my clients.

"Financial advice provides £47,000 wealth uplift in a decade" – new research from Royal London and the International Longevity Centre

17 Nov, 2020
Receiving professional financial advice between 2001 and 2006 resulted in a total boost to wealth (in pensions and financial assets) of £47,706 in 2014/16 • The benefits of financial advice are potentially greater for those we term “just getting by” than for those we consider “affluent” • Fostering an ongoing relationship with a financial advisor leads to better financial outcomes

The Market Overview

09 Oct, 2020
From Late February onwards I was sending regular email reports to all clients regarding the Market downturn.
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