Wright Mortgage can now introduce you to Neil Staley from BEST Wealth Management who can assist you with Full Financial Planning. For Pensions and Investments Wright Mortgage act as introducers only.
Based in the Vale of Belvoir BEST Wealth Management are Independent Financial Adviser and are proud to work alongside Wright Mortgage.
BEST Wealth Management are an Independent Financial Adviser who strongly believe in Face to Face Advice and will be happy to discuss your needs in your home or place of work or if you prefer one of Best Wealth Management’s local offices at a time to suit your schedule not our office hours.
Neil Staley is a Chartered Financial Planner with over 26 years of experience in Financial Services. An Associate of the Personal Finance Society (APFS) and an Affiliate member of Resolution and although able to offer a comprehensive range of financial planning services to all age groups, his particular strength lies in acting for clients whose personal circumstances will benefit from specialist knowledge and experience in Pensions, Investment and related Tax planning.
My main premise is to create long term successful partnerships with our clients by providing excellent financial planning and making the prospect of reviewing existing arrangements a more rewarding and beneficial exercise.
To arrange an appointment with Neil please contact Wright Mortgage on 01949 877676.
TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
A Pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. The value of your investments and income from them can go down. You may not get back the original amount invested.
The Financial Conduct Authority does not regulate tax planning.