Truly independent financial advice

With over 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.

Our Services
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Our Services

From pensions, savings and investments, insurance through to Inheritance Tax planning, find out how we can help you.

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Contact Us

We have offices in Milnthorpe and Morecambe and we can arrange face to face appointments or over the phone.

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FAQs

Your finances can sometimes feel like a minefield, so our guide will be able to help you.

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For further information on any of our services or to arrange a initial meeting, please call us on 01524 405855 or email holly.palmer@wrightandlord.com

“We appreciate the friendly and helpful service you provide, we always feel we can trust you to look after our family finances and investments.”
“Thank you for your professional help and advice.  It is encouraging to think that you would be willing to act for us again as an Independent Financial Adviser.”

“Deborah explains what can be a complex subject in a professional, relaxed and straight forward manner which makes it easier to understand and therefore come to an informed decision.”

“It is re-assuring to know that things are performing as well as can be expected in the financial markets and I am grateful for your care and attention.”

“I like the fact that I am able to speak to someone face to face in a friendly but professional way and the recommendations are fully explained to me and meet my needs.”
“Very pleased with Wright & Lord Financial Services especially in these difficult and uncertain times.”

Wright & Lord Solicitors

Wright & Lord solicitors is a separate related business dedicated to helping the people and businesses of the Morecambe Bay area, Furness and South Lakes with the very best legal representation and advice.

Legal Services