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Wills and Estate Planning

We are keen to offer a holistic financial planning service on an ongoing basis to our clients. Estate planning forms an important part of this, and we recommend our clients to make a will, keeping it up to date regularly to ensure that it reflects their current situation and their wishes.

Our business associate, Stephen Gill, offers an estate planning service, including writing of wills and powers of attorney.

Holistic Financial Planning
Tony is an Independent Financial Adviser, with 20 years’ experience in his industry, with both the valued Chartered Financial Planner status, and the highest level of retirement planning qualifications. He is authorised to give advice on pension transfers.

Clients are offered regular reviews to help to ensure that they can plan to meet their long-term financial objectives; any investments will take into account individuals’ appetite for risk, as well as their current situation, their wishes and their long-term plans.

 



Get in Touch



Tel
0113 2691545


Email
tony@wrightfinancialadvice.co.uk


Contact Form
Click Here


Address
18 Falkland Mount,
Leeds, LS17 6JG.

     

Wills and Estate Planning

We are keen to offer a holistic financial planning service on an ongoing basis to our clients. Estate planning forms an important part of this, and we recommend our clients to make a will, keeping it up to date regularly to ensure that it reflects their current situation and their wishes.

Our business associate, Stephen Gill, offers an estate planning service, including writing of wills and powers of attorney.

Holistic Financial Planning
Tony is an Independent Financial Adviser, with 20 years’ experience in his industry, with both the valued Chartered Financial Planner status, and the highest level of retirement planning qualifications. He is authorised to give advice on pension transfers.

Clients are offered regular reviews to help to ensure that they can plan to meet their long-term financial objectives; any investments will take into account individuals’ appetite for risk, as well as their current situation, their wishes and their long-term plans.

 

Get in Touch



Tel
0113 2691545


Email
tony@wrightfinancialadvice.co.uk


Contact Form
Click Here


Address
18 Falkland Mount,
Leeds, LS17 6JG.










The Wright Financial Advice Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 228850.
Registered in England & Wales, Company Number 4910622. Registered Office address: 18 Falkland Mount, Leeds, LS17 6JG.
Trading address: As per our registered office address. Telephone: 0113 2691545
© 2015 The Wright Financial Advice Ltd | Regulatory Information | Privacy Policy

 

Designed by Want Creative


The Wright Financial Advice Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 228850.
Registered in England & Wales, Company Number 4910622. Registered Office address: 18 Falkland Mount, Leeds, LS17 6JG.
Trading address: As per our registered office address. Telephone: 0113 2691545
© 2015 The Wright Financial Advice Ltd | Regulatory Information | Privacy Policy


Designed by Want Creative