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For You And Your Family

Paving the way to a more secure future.

Having a financial plan in place for you and your family or loved ones is the key to a comfortable life. It allows you to have control over your financial situation and make informed decisions that align with your goals and aspirations. Whether you are just starting out in your career or approaching retirement, having a well-thought-out financial plan can provide peace of mind and pave the way for a secure future.
With our expertise and guidance, we can advise you to ensure that you make sound financial decisions. We will work closely with you to understand your unique circumstances, evaluate different mortgage options, and find the best solutions tailored to your needs.
But our commitment doesn’t end there. We believe in long-term financial planning. Planning for retirement is another crucial aspect of securing your financial future.

Investments & Savings

Making your investments and savings work better for you.

Retirement Planning

Expertly managing your pensions, before and during your retirement.

Income Protection Insurance

Protecting yourself against loss of earnings if you can’t work because of injury or illness.

Critical Illness Insurance

There are many things we can’t fully control in life and accurately predicting your future health is one of them.

Life Insurance

Ensure you have financial protection for you and your loved ones should the worst happen.

Inheritance Tax & Estate Planning

Effective planning so your loved ones can make the most of your assets, wealth and property.

Contact us to discuss your goals or to simply find out more.

At Right Wealth Management we believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you and your loved ones with a life lived to the fullest. Whatever your circumstances.

Financial Planning Frequently Asked Questions

Do I have to pay for an initial meeting?
The initial meeting with one of our Wealth Planners or Protection Specialists is entirely at our expense. At this point, we’re still getting to know you, finding out about your objectives and how we might help.
Please be aware that you won’t get any personal financial advice or recommendations as part of these initial meetings and discussions. You’ll only pay if you decide to take financial advice by signing a charges agreement. But your adviser will make sure you know what the charges are first before we proceed.
Our initial meeting will be via telephone, video conference or in person.
We are independent and have access to many of the products and providers in the market.

Yes. We provide a range of service propositions based on your needs and individual circumstances.

Visit Our On-Going Review Service page to find out more.

When you take regulated advice, we will give you a personalised recommendation based on your circumstances and the information you have provided.

This means that you can take your complaint to the Financial Ombudsman Service if you think you were mis-sold a product or recommended something unsuitable. You are also protected by the Financial Services Compensation Scheme.

How can we help?

Get in touch with our team to find out how we can provide you with financial peace of mind.