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Morecambe 01524 405855 Milnthorpe 015395 65995 Contact our offices

With almost 30 years experience behind us, Wright & Lord Financial Advisors offer truly independent financial advice from the ‘Whole of the Market’.

This means that we are able to choose from all of the products available to ensure you get the right advice. We can see you at one of our offices, or at your home or workplace. If you need to speak to us out of office hours then just let us know and we can make suitable arrangements. In essence, we’ll go out of our way to deliver a fast, efficient and friendly service. Our fees are competitive and there is no extra charge for non-office based appointments.

Wright & Lord Financial Services is a trading name of MWLFS Ltd, and is authorised and regulated by the Financial Conduct Authority .

  • Mortgages Looking to buy your first home? Getting onto the property ladder can be daunting so let us help you get moving.
  • 95% LTV We have a special arrangement with a lender who will provide a loan to purchase a property with only a 5% deposit (terms and conditions apply).
  • Retirement Planning Confused? No wonder! The government recently announced big changes in how annuities can be taken. Which rules apply now? What happens after April 2015? We can take you through the choices and help find the solution you need.
  • ISAs Keep your savings growing tax free. Make full use of your annual allowance.
  • Inheritance Tax 40% tax on your assets over £325,000! With rising property values, many people who previously thought that IHT was not an issue are now falling into the net. Widows and widowers may be entitled to their deceased spouses' allowance. There are solutions and we can help you find them.

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independent financial advisors