Howard Wright FAQs



Our FAQs

Please find below our most commonly asked questions regarding financial planning, our industry, and our service proposition.

If you have any questions that you would like to discuss with a member of our team directly you can phone us on 0345 688 4939 or email us at [email protected].

To book your free initial consultation with one of our Chartered advisers, you can call us on 0345 688 4939 or message us through our enquiry form here. We look forward to hearing from you and seeing how we can help.

A financial adviser is someone who works with you to achieve your financial objectives. A financial Adviser should provide advice to protect you and your family should the worst happen and implement a plan to enable you to have a successful retirement. They should also maintain regular contact with you and regularly review your financial plan to ensure it’s on track to achieve your objectives. A good financial adviser will also assess your entire financial position highlighting any additional areas for consideration such as Estate Planning.

At Howard Wright, we provide financial advice to a wide range of clients from individuals, families and businesses.

What makes us different to most financial advisers is our approach. We are a family run firm who have been providing financial advice since 1982 with a presence in the West Midlands for over 90 years. We work directly with our clients to achieve their financial objectives.

We believe that to have a successful financial plan it must be reviewed periodically.

Our Chartered status, the gold standard of our industry assures our clients that our advice is of the highest quality. We are also rated as one of the FT Advisers Top 100 firms for 2021 giving even more confidence to our current and prospective clients.


A Chartered Financial Adviser is the gold standard of our industry and assures our clients that our advice is of the highest quality.

We have our very own Howard Wright Portal which we have been developing over the last 2 years.

The Howard Wright Portal is designed to enable us to communicate with our clients securely and efficiently. It also plays a key part in reducing our carbon footprint and gives clients access to the value of their investments 24/7.

The earlier you start to plan for your future the greater your financial future will be.

After we leave school the world of finances quickly becomes part of everyday life. In most cases from the age of 18, you need to manage your own finances, credit cards, student loans, car finance alongside budgeting and learning about tax, savings & borrowing.

Once you have progressed further, the next priority is planning for the future. Therefore financial advice is so important when making life’s biggest decisions. It’s never too late to seek financial advice as getting the most out of your savings in later life is just as important as starting from a young age.

At Howard Wright, the key ingredient to our service is regular communication. We believe that to have a successful financial plan, regular reviews of your financial position and objectives are a must. This is to ensure you are always targeting your objectives as your financial position changes as you progress through life.

We are rated 5/5 on Google & Excellent on Trust Pilot with over 60 combined Five Star Reviews.

To read our Google reviews, click here.

To read our Trust pilot reviews, click here.

To see our client stories page, click here.

To learn the full history of Howard Wright so far, click here.

Not everyone needs a Financial Adviser but, in most cases, a financial adviser can add invaluable knowledge that can not only save you money but also make you money.
Decisions such as retirement, purchasing a property, drawing your pension are all major financial decisions. It’s often said a professional opinion can be invaluable.

“I have been looked after by Howard Wright for many years now and would say without any hesitation they have been excellent. Now retired, the advice I receive from Gareth Robinson in his updates and annual visits are invaluable. I would recommend them 100% without any doubt whatsoever”


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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

Start planning your financial future today.

Book your free initial consultation with one of our Chartered advisers by simply clicking the button below.