In order to provide the level of service our clients require and to ensure that we were aware of their ever changing needs, we have designed our very own Portfolio Management Service.

The Portfolio Management Service enables our clients to be contacted on a monthly basis with the performance of the funds that are held within the Howard Wright portfolios and our monthly view of the markets.

You are then given the opportunity to realign your portfolio with ours. 

If you are part of the Portfolio Management Service it ensures that you are seen at least once a year for a full financial review, many clients are seen monthly, quarterly or half yearly depending upon the level of service required.

Our Portfolio Management Service has proven both invaluable to ourselves and our clients as we are constantly aware of their ever changing needs and objectives.

In addition to all of the above, you will also be provided with your very own Personal Login. Then you will be able to gain immediate acces to your policy information and obtain instant valuations via our website which can be done on a daily basis at your convenience.

You will also receive other Monthly EShots and additional important Information, Special Offers and Up and Coming Events.

Would you like to make an appointment or request further information?

If so, please contact us on 0845 688 4939 or alternatively complete our

Enquiry Form


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