At Howard Wright Financial Planning, we are passionate about empowering individuals, families, and business owners across the West Midlands to achieve their financial goals. Whether planning for retirement, securing a future for your loved ones, or managing the financial complexities of running a business, our team of Chartered Financial Planners are here to help you every step of the way.
Supporting Individuals: Secure Today, Plan for Tomorrow
For individuals, financial planning often begins with understanding personal goals, whether saving for a home, preparing for retirement, or building a safety net for unexpected events. Our team of advisers will:
- Assess your current financial position, including income, expenses, savings, and investments.
- Build personalised plans to ensure your short-term and long-term goals are achievable.
- Help you navigate pension contributions, tax planning and investment strategies to maximise your financial security.
By offering solutions backed by decades of experience, we empower our clients to feel confident in their future.
Guiding Families: Protecting What Matters Most
Families often juggle competing priorities like education costs, home ownership and safeguarding their financial legacy. We help families in the West Midlands by:
- Building comprehensive protection plans to cover life insurance, critical illness cover and income protection.
- Planning School fees and inheritance Tax to ensure your loved ones benefit for years to come.
- Offering restricted investment advice to grow your wealth steadily and sustainably for future generations.
Our goal is to give families peace of mind, knowing that their loved ones are cared for financially.
Assisting Business Owners: From Growth to Exit Planning
Running a business comes with unique financial challenges. We work with business owners to:
- Optimise employee benefits and pension schemes to attract and retain top talent.
- Provide tax-efficient strategies to maximise profitability.
- Develop and implement exit and emergency plans, ensuring the transition aligns with your retirement and succession goals.
We recently worked with a local business owner in Codsall to build an exit strategy that not only ensured a seamless transfer to their team but also safeguarded the future of their employees and clients.
Why Howard Wright Financial Planning?
As a business which has been based in Codsall for over a decade and in the West Midlands since the 1930s, our approach is deeply embedded in trust and expertise. Our clients value:
- Five-star reviews on platforms like Google and Trustpilot.
- A team committed to providing restricted, unbiased advice.
- A local presence, meaning we understand the what our clients in the West Midlands value.
- Chartered Status, the highest level of accreditation possible for a firm of financial advisers.
- Built for the future and family owned.
Start Your Financial Journey Today
Planning for the future is one of the most important decisions you can make. At Howard Wright Financial Planning, we work with you to create a financial plan that turns your aspirations into reality.
Contact our team of Chartered Financial planners today on 0345 688 4939 to schedule your free initial consultation and take the first step towards achieving your financial goals.
Howard Wright Financial Planning: Turning ambitions into achievements since the 1930s.