ABOUT US

Dedicated to helping the people and businesses

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Wright & Lord Financial Services is dedicated to helping the people and businesses of the Morecambe Bay area, Furness and South Lakes with the very best Independent Financial Advice.

As we are totally independent, our aim is to provide the most suitable advice, whether it is for a mortgage or inheritance tax planning. We have one common goal – to deliver practical, friendly and informative help in a way that suits you best. We can even carry out local home visits at no extra charge.

We can deal with you face-to-face or we can communicate electronically. Whatever works for you.

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.”
“Very pleased with Wright & Lord Financial Services especially in these difficult and uncertain times.”

“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.”
“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.”