<\/span><\/h2>\n
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.<\/p>\n
To attain this esteemed award, we underwent rigorous assessment across various facets of our business, particularly in our client care practices.<\/p>\n
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.<\/p>\n
![\"\"](\"https:\/\/www.howardwright.co.uk\/wp-content\/uploads\/2024\/01\/7994403-FTA-Top-100-logos-ftadviser-CMYK_HOWARD_WRIGHT_LTD_OUTLINED-1-270x300.jpg\")
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[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”What We Do, Who We Help and Services” _builder_version=”4.14.7″ background_color=”#ffffff” max_width=”90%” module_alignment=”center” custom_padding=”||||false|false” top_divider_flip=”horizontal” bottom_divider_height=”155px” bottom_divider_flip=”vertical” global_module=”6954″ global_colors_info=”{}”][et_pb_row admin_label=”What We Do Row” _builder_version=”4.16″ width=”100%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” header_font=”||||||||” header_text_color=”#0c0c0c” header_2_font=”Montserrat|300|||||||” header_2_text_color=”#636363″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_layout=”dark” max_width=”800%” module_alignment=”center” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n
What we do<\/span><\/h2>\nAt 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.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”Who We Help Row” _builder_version=”4.16″ width=”100%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” header_font=”||||||||” header_text_color=”#0c0c0c” header_2_font=”Montserrat|300|||||||” header_2_text_color=”#636363″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_layout=”dark” max_width=”800%” module_alignment=”center” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n
Who we help and the services we offer<\/span><\/h2>\nAt 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.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” admin_label=”Services” module_id=”#main-areas” _builder_version=”4.16″ width=”100%” max_width=”1100px” max_width_tablet=”” max_width_phone=”” max_width_last_edited=”on|desktop” module_alignment=”center” custom_margin=”||||false|false” custom_padding=”0|0px|0|0px|false|false” animation_style=”fade” animation_duration=”1950ms” custom_css_main_element=”#main-areas .et_pb_button_module_wrapper {|| margin-top: auto!important;||}” collapsed=”off” global_colors_info=”{}” max_width__hover_enabled=”off|hover”][et_pb_column type=”1_3″ _builder_version=”4.16″ background_enable_image=”off” custom_padding=”|10px||10px|false|true” custom_css_main_element=”margin: 0;||display: flex;||flex-flow: column nowrap;” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/www.howardwright.co.uk\/wp-content\/uploads\/2022\/01\/iStock-842793174.jpg” alt=”Couple Enjoying Retirement – Howard Wright Ltd” title_text=”iStock-842793174″ align=”center” admin_label=”Image” module_class=”retired-image” _builder_version=”4.17.6″ _module_preset=”default” custom_padding=”|0px||0px|false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_text module_class=”area-h” _builder_version=”4.16″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” ul_font=”||||||||” ul_font_size=”19px” ul_line_height=”2em” header_font=”|300|||||||” header_text_align=”left” header_text_color=”#00a0e3″ header_font_size=”36px” header_2_font=”Montserrat|300|||||||” header_2_text_color=”#00a0e3″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”||||||||” header_3_font_size=”34px” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_layout=”dark” module_alignment=”left” custom_margin=”||||false|false” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n
Retired<\/h2>\n
[\/et_pb_text][et_pb_text module_class=”sub-h” _builder_version=”4.19.4″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” link_text_color=”#00a0e3″ ul_font=”||||||||” ul_font_size=”19px” ul_line_height=”2em” header_font=”||||||||” header_text_align=”left” header_text_color=”#0c0c0c” header_2_font=”Montserrat|200|||||||” header_2_text_color=”#636363″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”|300|||||||” header_3_font_size=”26px” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_layout=”dark” module_alignment=”center” custom_margin=”||||false|false” custom_padding=”||30px|” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n
Retirement \/ Post Retirement<\/h3>\n
\u2219 Retirement Planning<\/a>
\u2219 Early Retirement Planning<\/a>
\u2219 Estate Planning<\/a>
\u2219 Protection<\/a><\/p>\n[\/et_pb_text][et_pb_button button_url=”https:\/\/www.howardwright.co.uk\/retirement\/” url_new_window=”on” button_text=”CLICK TO LEARN MORE” button_alignment=”center” module_id=”ctlm” _builder_version=”4.16″ custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#00a0e3″ button_border_width=”13px” button_border_color=”#00a0e3″ button_border_radius=”0px” button_letter_spacing=”3px” button_font=”||||||||” custom_margin=”||50px||false|false” button_border_color_hover=”#a5cd39″ button_bg_color_hover=”#a5cd39″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”on” button_border_color__hover=”#a5cd39″ button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#a5cd39″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ background_color=”RGBA(0,0,0,0)” custom_padding=”|10px||10px|false|true” custom_css_main_element=”display: flex;||flex-flow: column nowrap;” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/www.howardwright.co.uk\/wp-content\/uploads\/2021\/09\/Howard-Wright-Financial-Services.jpg” alt=”Family – Howard Wright Ltd” title_text=”Howard Wright Financial Services” align=”center” module_class=”family-image” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text module_class=”area-h” _builder_version=”4.16″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” ul_font=”||||||||” ul_font_size=”19px” ul_line_height=”2em” header_font=”|300|||||||” header_text_align=”left” header_text_color=”#00a0e3″ header_font_size=”40px” header_2_font=”Montserrat|300|||||||” header_2_text_color=”#00a0e3″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”||||||||” header_3_font_size=”34px” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_color=”RGBA(0,0,0,0)” background_layout=”dark” module_alignment=”center” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n
Family<\/h2>\n
[\/et_pb_text][et_pb_text module_class=”sub-h” _builder_version=”4.19.4″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” link_text_color=”#00a0e3″ ul_font=”||||||||” ul_font_size=”19px” ul_line_height=”2em” header_font=”||||||||” header_text_align=”left” header_text_color=”#0c0c0c” header_2_font=”Montserrat|200|||||||” header_2_text_color=”#636363″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”|300|||||||” header_3_font_size=”26px” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_color=”RGBA(0,0,0,0)” background_layout=”dark” module_alignment=”center” custom_padding=”||30px|” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n
Pre-Retirement<\/h3>\n
\u2219 Protection<\/a>
\u2219 Retirement Planning<\/a>
\u2219 Estate Planning<\/a><\/p>\n[\/et_pb_text][et_pb_button button_url=”https:\/\/www.howardwright.co.uk\/family\/” url_new_window=”on” button_text=”CLICK TO LEARN MORE” button_alignment=”center” module_id=”ctlm” _builder_version=”4.16″ custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#00a0e3″ button_border_width=”13px” button_border_color=”#00a0e3″ button_border_radius=”0px” button_letter_spacing=”3px” button_font=”||||||||” custom_margin=”||50px||false|false” button_border_color_hover=”#a5cd39″ button_bg_color_hover=”#a5cd39″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”on” button_border_color__hover=”#a5cd39″ button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#a5cd39″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ background_color=”RGBA(0,0,0,0)” custom_padding=”|10px||10px|false|true” custom_css_main_element=”display: flex;||flex-flow: column nowrap;” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/www.howardwright.co.uk\/wp-content\/uploads\/2019\/03\/Corperate-1024×682.jpg” alt=”Corporate Planning – Howard Wright Ltd” title_text=”Corporate Planning – Howard Wright Ltd” align=”center” module_class=”corporate-image” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text module_class=”area-h” _builder_version=”4.16″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” ul_font=”||||||||” ul_font_size=”19px” ul_line_height=”2em” header_font=”|300|||||||” header_text_align=”left” header_text_color=”#00a0e3″ header_font_size=”40px” header_2_font=”Montserrat|300|||||||” header_2_text_color=”#00a0e3″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”||||||||” header_3_font_size=”34px” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_layout=”dark” module_alignment=”center” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n
Corporate<\/h2>\n
[\/et_pb_text][et_pb_text module_class=”sub-h” _builder_version=”4.16″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” link_text_color=”#00a0e3″ ul_font=”||||||||” ul_font_size=”19px” ul_line_height=”2em” header_font=”||||||||” header_text_align=”left” header_text_color=”#0c0c0c” header_2_font=”Montserrat|200|||||||” header_2_text_color=”#636363″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”|300|||||||” header_3_font_size=”26px” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_layout=”dark” module_alignment=”center” custom_padding=”||30px|” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n
Corporate Planning<\/h3>\n
\u2219 Protection<\/a>
\n\u2219 Retirement Planning<\/a>
\n\u2219 Estate Planning<\/a>[\/et_pb_text][et_pb_button button_url=”https:\/\/www.howardwright.co.uk\/corporate\/” url_new_window=”on” button_text=”CLICK TO LEARN MORE” button_alignment=”center” module_id=”ctlm” _builder_version=”4.16″ custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#00a0e3″ button_border_width=”13px” button_border_color=”#00a0e3″ button_border_radius=”0px” button_letter_spacing=”3px” button_font=”||||||||” custom_margin=”||50px||false|false” button_border_color_hover=”#a5cd39″ button_bg_color_hover=”#a5cd39″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”on” button_border_color__hover=”#a5cd39″ button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#a5cd39″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.0″ _module_preset=”default” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.19.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Text” _builder_version=”4.19.0″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” header_font=”||||||||” header_text_color=”#0c0c0c” header_2_font=”Montserrat|300|||||||” header_2_text_color=”#636363″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”Montserrat||||||||” header_3_text_color=”#00A0E3″ header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_layout=”dark” max_width=”800%” module_alignment=”center” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n![\"\"](\"https:\/\/www.howardwright.co.uk\/wp-content\/uploads\/2022\/10\/Canva-Logo.pdf-1200-\u00d7-630px-300x158.png\")
<\/p>\n
Fidelity International Partnership<\/span><\/h2>\nIn 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.<\/span><\/p>\nThe funds are managed by Ayesha Akbar, Caroline Shaw, and Sudi Gupta, portfolio managers at Fidelity\u2019s Solutions & Multi-Asset team and have been designed to provide global exposure to a diversified range of assets.<\/p>\n
Howard Wright Fidelity Strategic Defensive Portfolio<\/h3>\n
Has at least 70% exposure to lower-risk investments such as debt instruments, including global government bonds, global corporate bonds and cash.<\/p>\n
Howard Wright Fidelity Strategic Growth Portfolio<\/h3>\n
Has at least 70% exposure to higher-risk investments such as global equities, global emerging market equities and global smaller companies.<\/p>\n
Gareth Robinson, Managing Director, at Howard Wright said:<\/strong>
\u201cWe 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”.<\/em><\/p>\nRussell Lancaster, head of UK intermediary sales at Fidelity, said: \u201cWe\u2019re 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\u2019s expertise.\u201d<\/em><\/p>\n\u201cFidelity has over 2.84 million customers globally, operates in 27 locations globally and is responsible for total client assets of \u00a3546.9 billion. Source: Fidelity International as at 30 June 2022.\u201d<\/em><\/p>\n
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.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” admin_label=”Services” module_id=”#main-areas” _builder_version=”4.16″ width=”100%” max_width=”1100px” max_width_tablet=”” max_width_phone=”” max_width_last_edited=”on|desktop” module_alignment=”center” custom_margin=”||||false|false” custom_padding=”0|0px|0|0px|false|false” animation_style=”fade” animation_duration=”1950ms” custom_css_main_element=”#main-areas .et_pb_button_module_wrapper {|| margin-top: auto!important;||}” collapsed=”off” global_colors_info=”{}” max_width__hover_enabled=”off|hover”][et_pb_column type=”1_3″ _builder_version=”4.16″ background_enable_image=”off” custom_padding=”|10px||10px|false|true” custom_css_main_element=”margin: 0;||display: flex;||flex-flow: column nowrap;” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/www.howardwright.co.uk\/wp-content\/uploads\/2022\/01\/iStock-842793174.jpg” alt=”Couple Enjoying Retirement – Howard Wright Ltd” title_text=”iStock-842793174″ align=”center” admin_label=”Image” module_class=”retired-image” _builder_version=”4.17.6″ _module_preset=”default” custom_padding=”|0px||0px|false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_text module_class=”area-h” _builder_version=”4.16″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” ul_font=”||||||||” ul_font_size=”19px” ul_line_height=”2em” header_font=”|300|||||||” header_text_align=”left” header_text_color=”#00a0e3″ header_font_size=”36px” header_2_font=”Montserrat|300|||||||” header_2_text_color=”#00a0e3″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”||||||||” header_3_font_size=”34px” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_layout=”dark” module_alignment=”left” custom_margin=”||||false|false” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n
Retired<\/h2>\n
[\/et_pb_text][et_pb_text module_class=”sub-h” _builder_version=”4.19.4″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” link_text_color=”#00a0e3″ ul_font=”||||||||” ul_font_size=”19px” ul_line_height=”2em” header_font=”||||||||” header_text_align=”left” header_text_color=”#0c0c0c” header_2_font=”Montserrat|200|||||||” header_2_text_color=”#636363″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”|300|||||||” header_3_font_size=”26px” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_layout=”dark” module_alignment=”center” custom_margin=”||||false|false” custom_padding=”||30px|” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n
Retirement \/ Post Retirement<\/h3>\n
\u2219 Retirement Planning<\/a> [\/et_pb_text][et_pb_button button_url=”https:\/\/www.howardwright.co.uk\/retirement\/” url_new_window=”on” button_text=”CLICK TO LEARN MORE” button_alignment=”center” module_id=”ctlm” _builder_version=”4.16″ custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#00a0e3″ button_border_width=”13px” button_border_color=”#00a0e3″ button_border_radius=”0px” button_letter_spacing=”3px” button_font=”||||||||” custom_margin=”||50px||false|false” button_border_color_hover=”#a5cd39″ button_bg_color_hover=”#a5cd39″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”on” button_border_color__hover=”#a5cd39″ button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#a5cd39″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ background_color=”RGBA(0,0,0,0)” custom_padding=”|10px||10px|false|true” custom_css_main_element=”display: flex;||flex-flow: column nowrap;” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/www.howardwright.co.uk\/wp-content\/uploads\/2021\/09\/Howard-Wright-Financial-Services.jpg” alt=”Family – Howard Wright Ltd” title_text=”Howard Wright Financial Services” align=”center” module_class=”family-image” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text module_class=”area-h” _builder_version=”4.16″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” ul_font=”||||||||” ul_font_size=”19px” ul_line_height=”2em” header_font=”|300|||||||” header_text_align=”left” header_text_color=”#00a0e3″ header_font_size=”40px” header_2_font=”Montserrat|300|||||||” header_2_text_color=”#00a0e3″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”||||||||” header_3_font_size=”34px” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_color=”RGBA(0,0,0,0)” background_layout=”dark” module_alignment=”center” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text module_class=”sub-h” _builder_version=”4.19.4″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” link_text_color=”#00a0e3″ ul_font=”||||||||” ul_font_size=”19px” ul_line_height=”2em” header_font=”||||||||” header_text_align=”left” header_text_color=”#0c0c0c” header_2_font=”Montserrat|200|||||||” header_2_text_color=”#636363″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”|300|||||||” header_3_font_size=”26px” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_color=”RGBA(0,0,0,0)” background_layout=”dark” module_alignment=”center” custom_padding=”||30px|” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n \u2219 Protection<\/a> [\/et_pb_text][et_pb_button button_url=”https:\/\/www.howardwright.co.uk\/family\/” url_new_window=”on” button_text=”CLICK TO LEARN MORE” button_alignment=”center” module_id=”ctlm” _builder_version=”4.16″ custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#00a0e3″ button_border_width=”13px” button_border_color=”#00a0e3″ button_border_radius=”0px” button_letter_spacing=”3px” button_font=”||||||||” custom_margin=”||50px||false|false” button_border_color_hover=”#a5cd39″ button_bg_color_hover=”#a5cd39″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”on” button_border_color__hover=”#a5cd39″ button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#a5cd39″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ background_color=”RGBA(0,0,0,0)” custom_padding=”|10px||10px|false|true” custom_css_main_element=”display: flex;||flex-flow: column nowrap;” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/www.howardwright.co.uk\/wp-content\/uploads\/2019\/03\/Corperate-1024×682.jpg” alt=”Corporate Planning – Howard Wright Ltd” title_text=”Corporate Planning – Howard Wright Ltd” align=”center” module_class=”corporate-image” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text module_class=”area-h” _builder_version=”4.16″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” ul_font=”||||||||” ul_font_size=”19px” ul_line_height=”2em” header_font=”|300|||||||” header_text_align=”left” header_text_color=”#00a0e3″ header_font_size=”40px” header_2_font=”Montserrat|300|||||||” header_2_text_color=”#00a0e3″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”||||||||” header_3_font_size=”34px” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_layout=”dark” module_alignment=”center” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text module_class=”sub-h” _builder_version=”4.16″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” link_text_color=”#00a0e3″ ul_font=”||||||||” ul_font_size=”19px” ul_line_height=”2em” header_font=”||||||||” header_text_align=”left” header_text_color=”#0c0c0c” header_2_font=”Montserrat|200|||||||” header_2_text_color=”#636363″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”|300|||||||” header_3_font_size=”26px” header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_layout=”dark” module_alignment=”center” custom_padding=”||30px|” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n \u2219 Protection<\/a> 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.<\/span><\/p>\n The funds are managed by Ayesha Akbar, Caroline Shaw, and Sudi Gupta, portfolio managers at Fidelity\u2019s Solutions & Multi-Asset team and have been designed to provide global exposure to a diversified range of assets.<\/p>\n Has at least 70% exposure to lower-risk investments such as debt instruments, including global government bonds, global corporate bonds and cash.<\/p>\n Has at least 70% exposure to higher-risk investments such as global equities, global emerging market equities and global smaller companies.<\/p>\n Gareth Robinson, Managing Director, at Howard Wright said:<\/strong> Russell Lancaster, head of UK intermediary sales at Fidelity, said: \u201cWe\u2019re 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\u2019s expertise.\u201d<\/em><\/p>\n \u201cFidelity has over 2.84 million customers globally, operates in 27 locations globally and is responsible for total client assets of \u00a3546.9 billion. Source: Fidelity International as at 30 June 2022.\u201d<\/em><\/p>\n
\u2219 Early Retirement Planning<\/a>
\u2219 Estate Planning<\/a>
\u2219 Protection<\/a><\/p>\nFamily<\/h2>\n
Pre-Retirement<\/h3>\n
\u2219 Retirement Planning<\/a>
\u2219 Estate Planning<\/a><\/p>\nCorporate<\/h2>\n
Corporate Planning<\/h3>\n
\n\u2219 Retirement Planning<\/a>
\n\u2219 Estate Planning<\/a>[\/et_pb_text][et_pb_button button_url=”https:\/\/www.howardwright.co.uk\/corporate\/” url_new_window=”on” button_text=”CLICK TO LEARN MORE” button_alignment=”center” module_id=”ctlm” _builder_version=”4.16″ custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#00a0e3″ button_border_width=”13px” button_border_color=”#00a0e3″ button_border_radius=”0px” button_letter_spacing=”3px” button_font=”||||||||” custom_margin=”||50px||false|false” button_border_color_hover=”#a5cd39″ button_bg_color_hover=”#a5cd39″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”on” button_border_color__hover=”#a5cd39″ button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#a5cd39″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.0″ _module_preset=”default” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.19.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Text” _builder_version=”4.19.0″ text_font=”Montserrat|300|||||||” text_text_color=”#444444″ text_font_size=”18px” text_line_height=”2em” header_font=”||||||||” header_text_color=”#0c0c0c” header_2_font=”Montserrat|300|||||||” header_2_text_color=”#636363″ header_2_font_size=”50px” header_2_line_height=”1.5em” header_3_font=”Montserrat||||||||” header_3_text_color=”#00A0E3″ header_5_font=”Oswald|||on|||||” header_5_text_color=”#000000″ header_5_font_size=”20px” header_5_letter_spacing=”3px” header_5_line_height=”1.7em” background_layout=”dark” max_width=”800%” module_alignment=”center” text_line_height_last_edited=”off|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n<\/p>\nFidelity International Partnership<\/span><\/h2>\n
Howard Wright Fidelity Strategic Defensive Portfolio<\/h3>\n
Howard Wright Fidelity Strategic Growth Portfolio<\/h3>\n
\u201cWe 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”.<\/em><\/p>\n