Let us help you plan your future


At Howard Wright, we specialise in planning for your present and future financial needs, giving you peace of mind that your finances are in safe hands.



Top 100 Financial Adviser

In 2021, we proudly earned recognition as one of the top 100 financial advisers in the UK by FT Adviser, an achievement we’ve once again been honored with for 2023.

To attain this esteemed award, we underwent rigorous assessment across various facets of our business, particularly in our client care practices.

As a fully family-owned firm, we stand by the principle that a Financial Adviser’s role extends beyond immediate needs to a lifelong partnership. Our commitment to this belief has led us to make substantial investments in our team, actively recruiting and nurturing apprentices and undergraduates. This strategic approach ensures a continuous influx of vibrant, forward-thinking talent, poised to steer our services towards the future, benefitting our clients for years to come.

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.

Our Podcasts

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0345 688 4939

Chartered Status

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 Team

Over the years we have invested significantly into our staff and the business, to create a team who are young, dynamic and passionate about what they do. We believe that a Financial Adviser should be for a clients life not just until they retire.

This is why we have focused on employing university graduates and apprentices so we can provide our services for our clients lifetimes. To meet the Howard Wright team click here.

Find out about the History of Howard Wright here.

Meet Howard Wrights Team
Howard Wright Financial Planning

Financial Plan

We aim to produce a comprehensive Financial Plan for all of our clients which is tailored to their needs and objectives. Contact us to see how our financial plan can be tailored to achieve these goals.
Howard Wright Investment Management


For the majority, the outcome of the financial plan will involve an element of ongoing investment management. This is crucial to the ongoing services provided by Howard Wright.
Howard Wright Financial Plan Reviews

Regular Reviews

Once your financial plan is in place we then regularly review your financial position periodically or whenever changes occur to your circumstances. This is to make sure that you are inline with your financial plan and on target to meet your objectives.


5* Google Reviews for Howard Wright Ltd

Our Client Stories

Suzi Perry
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.

Contact Our Team

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6 Oaktree House
Oaktree Rise

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Start planning your financial future today.

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0345 688 4939