Top 100 Financial Adviser
In 2021 we were ranked as being one of the top 100 financial advisers in the UK by the FT Adviser.
For us to qualify for the award we had to score highly in several areas of the business and how we look after our clients.
Being 100% family-owned, it’s our belief that a Financial Adviser should be for a lifetime not just until they retire.
We have invested significantly in our staff, recruiting Apprentices and Undergraduates that allows us to have young dynamic talent ready for the future.
What we do
At Howard Wright, we know how hard our clients have worked and are working throughout their careers. We believe that their money should be working just as hard as them pre and post retirement. Our dedicated team of Chartered Financial Planners will assist you to shape your financial future, to whatever your plans and goals may be.
Who we help and the services we offer
At Howard Wright we offer a wide range of services and products to suit all types of clients. Please take a look at what we can do for you by clicking on the following boxes that best represent what position you are currently in or would like to receive advice on.
Fidelity International Partnership
In October 2022 we partnered with Fidelity International, launching two custom-designed OEIC funds for our clients, known as the Fidelity Strategic Growth Portfolio and the Fidelity Strategic Defensive Portfolio.
The funds are managed by Ayesha Akbar, Caroline Shaw, and Sudi Gupta, portfolio managers at Fidelity’s Solutions & Multi-Asset team and have been designed to provide global exposure to a diversified range of assets.
Howard Wright Fidelity Strategic Defensive Portfolio
Has at least 70% exposure to lower-risk investments such as debt instruments, including global government bonds, global corporate bonds and cash.
Howard Wright Fidelity Strategic Growth Portfolio
Has at least 70% exposure to higher-risk investments such as global equities, global emerging market equities and global smaller companies.
Gareth Robinson, Managing Director, at Howard Wright said:
“We chose to work with Fidelity due to their deep investment knowledge and long-standing reputation as a world-class investment solutions and services provider. The portfolios are the next stage in the development of our business and service proposition to our clients. The partnership between their trusted adviser and a global asset manager should provide reassurance and knowledge to our clients that their investments are being looked after”.
Russell Lancaster, head of UK intermediary sales at Fidelity, said: “We’re pleased to have been working with Howard Wright on these bespoke products and look forward to developing our partnership with them in the future. It is just one example of how our solutions business can help advisers address the need for increasingly complex investment propositions, leveraging our Multi-Asset team’s expertise.”
“Fidelity has over 2.84 million customers globally, operates in 27 locations globally and is responsible for total client assets of £546.9 billion. Source: Fidelity International as at 30 June 2022.”
To see how our Chartered Financial Planners can help you and your investment portfolio, please contact us by any of the options below.
The title Chartered Financial Planners is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial services.
To retain our title, we must ensure the advice, service and ongoing support we provide to you are of the highest quality.
Our Client Stories
Suzi has been reporting from trackside and speaking to the biggest names in motorsport for more than two decades, from F1 to the Moto GP.
Not only that but Suzi has hosted the BBC’s live coverage of Royal Ascot, Wimbledon, the London Marathon, the Trooping of the Colour, the Olympics, the Great North Run and the legendary Oxford & Cambridge Boat Race.
Suzi has an honorary degree and fellowship with Wolverhampton University and supports many charities.
Howard Wright have looked after Suzi’s Investment Portfolio for many years enabling Suzi to focus on what she does best, bringing quality, entertaining live coverage of sporting’s greatest events.