Let us help you plan your future
At Howard Wright, we specialise in planning for your present and future financial needs, giving you peace of mind that your finances are in safe hands.
Top 100 Financial Adviser
In 2021, we proudly earned recognition as one of the top 100 financial advisers in the UK by FT Adviser, an achievement we’ve once again been honored with for 2023.
To attain this esteemed award, we underwent rigorous assessment across various facets of our business, particularly in our client care practices.
As a fully family-owned firm, we stand by the principle that a Financial Adviser’s role extends beyond immediate needs to a lifelong partnership. Our commitment to this belief has led us to make substantial investments in our team, actively recruiting and nurturing apprentices and undergraduates. This strategic approach ensures a continuous influx of vibrant, forward-thinking talent, poised to steer our services towards the future, benefitting our clients for years to come.
What we do
At Howard Wright, we know how hard our clients have worked and are working throughout their careers. We believe that their money should be working just as hard as them pre and post retirement. Our dedicated team of Chartered Financial Planners will assist you to shape your financial future, to whatever your plans and goals may be.
Who we help and the services we offer
At Howard Wright we offer a wide range of services and products to suit all types of clients. Please take a look at what we can do for you by clicking on the following boxes that best represent what position you are currently in or would like to receive advice on.
Retired
Retirement / Post Retirement
∙ Retirement Planning
∙ Early Retirement Planning
∙ Estate Planning
∙ Protection
Fidelity International Partnership
In October 2022 we partnered with Fidelity International, launching two custom-designed OEIC funds for our clients, known as the Fidelity Strategic Growth Portfolio and the Fidelity Strategic Defensive Portfolio.
The funds are managed by Ayesha Akbar, Caroline Shaw, and Sudi Gupta, portfolio managers at Fidelity’s Solutions & Multi-Asset team and have been designed to provide global exposure to a diversified range of assets.
Howard Wright Fidelity Strategic Defensive Portfolio
Has at least 70% exposure to lower-risk investments such as debt instruments, including global government bonds, global corporate bonds and cash.
Howard Wright Fidelity Strategic Growth Portfolio
Has at least 70% exposure to higher-risk investments such as global equities, global emerging market equities and global smaller companies.
Gareth Robinson, Managing Director, at Howard Wright said:
“We chose to work with Fidelity due to their deep investment knowledge and long-standing reputation as a world-class investment solutions and services provider. The portfolios are the next stage in the development of our business and service proposition to our clients. The partnership between their trusted adviser and a global asset manager should provide reassurance and knowledge to our clients that their investments are being looked after”.
Russell Lancaster, head of UK intermediary sales at Fidelity, said: “We’re pleased to have been working with Howard Wright on these bespoke products and look forward to developing our partnership with them in the future. It is just one example of how our solutions business can help advisers address the need for increasingly complex investment propositions, leveraging our Multi-Asset team’s expertise.”
“Fidelity has over 2.84 million customers globally, operates in 27 locations globally and is responsible for total client assets of £546.9 billion. Source: Fidelity International as at 30 June 2022.”
To see how our Chartered Financial Planners can help you and your investment portfolio, please contact us by any of the options below.
Our Podcasts
Welcome to the Howard Wright Know Your Money Podcast. Hosted by Ashley Smith & Tom Richards, the Know Your Money Podcast is powered by Howard Wright Financial Planning, who are experts in planning for your present and future financial needs.
If you’d like to speak to Ashley one of the Chartered Advisers at Howard Wright, don’t hesitate to give him a call on 0345 688 4939 or send him an email at [email protected] Ashley will be happy to answer any questions you have and provide you with the information and resources you need to make the best decisions for your financial future.
Join us on a thought-provoking journey in our latest podcast episode, ”The Urgent Need to Save,” where we delve into the critical importance of saving for your future.
In this episode, our hosts Tom and Ashley shed light on the pressing reasons why saving isn't just a choice but an essential practice. From unexpected emergencies to securing your retirement, we uncover the urgency behind building a financial safety net.
Actionable Steps Toward Financial Security
Discover actionable tips and insights on how to kickstart your savings journey, no matter your current financial situation. Whether you're starting from scratch or looking to boost your existing savings, this episode offers practical strategies to get you on track.
Guidance Beyond the Podcast
📞 If you're seeking guidance beyond this podcast, our Chartered Advisers at Howard Wright are here to assist you. Call us on 0345 688 4939 or email us at [email protected] for personalized advice and resources tailored to your financial needs.
Tune in and embark on a journey towards financial empowerment through the power of saving.
https://www.howardwright.co.uk/
Disclaimer The content provided in this podcast is for informational purposes only and should not be considered as financial advice. Always consult with a qualified financial adviser or planner before making any financial decisions or implementing strategies based on the content of this podcast.
#TheUrgentNeedToSave #💰 #FinancialPlanning #EmergencyFunds #RetirementSavings #FinancialSecurity #SavingsJourney #🎙️ #PodcastAlert #FinancialEmpowerment #HowardWrightPodcast
Hosted by Gareth Robinson and Ashley Smith. The Howard Wright Market Update keeps you in the know as to how investment markets have performed.
If you’d like to speak to one of the Chartered Advisers at Howard Wright, don’t hesitate to give us a call on 0345 688 4939 or send us an email to [email protected] We look forward to hearing from you and seeing how we can help.
Hosted by Gareth Robinson, the Howard Wright Market Update keeps you in the know as to how investment markets have performed.
If you are not a client of Howard Wright and you’d like to speak to one of our Chartered Advisers, don’t hesitate to give us a call on 0345 688 4939 or send us an email to [email protected]
Our team will be happy to answer any questions you have and provide you with the information and resources you need to make the best decisions for your money.
https://www.howardwright.co.uk/
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as financial advice. It is essential to consult with a qualified financial adviser before making any financial decisions.
Start planning your financial future today.
0345 688 4939
Chartered Status
The title Chartered Financial Planners is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial services.
To retain our title, we must ensure the advice, service and ongoing support we provide to you are of the highest quality.
Our Team
Over the years we have invested significantly into our staff and the business, to create a team who are young, dynamic and passionate about what they do. We believe that a Financial Adviser should be for a clients life not just until they retire.
This is why we have focused on employing university graduates and apprentices so we can provide our services for our clients lifetimes. To meet the Howard Wright team click here.
Find out about the History of Howard Wright here.
Financial Plan
Investment
Management
Regular Reviews
Testimonials
Our Client Stories
Suzi has been reporting from trackside and speaking to the biggest names in motorsport for more than two decades, from F1 to the Moto GP.
Not only that but Suzi has hosted the BBC’s live coverage of Royal Ascot, Wimbledon, the London Marathon, the Trooping of the Colour, the Olympics, the Great North Run and the legendary Oxford & Cambridge Boat Race.
Suzi has an honorary degree and fellowship with Wolverhampton University and supports many charities.
Howard Wright have looked after Suzi’s Investment Portfolio for many years enabling Suzi to focus on what she does best, bringing quality, entertaining live coverage of sporting’s greatest events.
Contact Our Team
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