Welcome

WR Financial Management was established in 1987 and we have since secured a reputation for providing timely and valued financial planning advice to corporate and private individuals across the North East.

With offices in both Morpeth and in Teesside on the prestigious Teesdale Business Park, our dedicated and highly qualified team of financial advisers and support staff prides themselves on our development of creative and innovative solutions to help achieve your goals and manage your financial affairs.

As Independent Financial Advisers, we offer impartial advice that is either fee based and/or charged on a commission offsetting basis. Such transparency of charges allows our clients to establish value and promotes trust within our holistic approach.

WR Financial Management is authorised and regulated by the Financial Services Authority.

WR Financial Management Ltd
Registered Number 2136861 England
DISCLAIMER

seminar season

Throughout autumn we will be concentrating on running a series of seminars covering all aspects of financial planning, both personal and corporate.

Starting in September, we will hold 3 seminars, every 3 weeks, over 3 months, ensuring there will be a presentation topic, time and location that suits you.

With expert speakers including our advisers, fund managers, providers, accountants and solicitors, the seminars will cover:

Personal - retirement options, inheritance tax planning, tax mitigation, pension planning, long term care understanding investment risk and planning investment strategy.

Corporate - shareholder protection, employee benefits, corporation tax mitigation and executive counselling.

If you would like to receive our full schedule of seminars when it is finalised please submit your details here.



the liberation OEIC

In conjunction with Premier Asset Management, who act as administrators, the IFAlliance, of which WR Financial Management Limited is a member, has launched its own range of funds known as the Liberation OEIC.

podcasts
  WR Financial record a regular podcast which is available to download and listen to on your computer or you MP3 player, click here to visit our podcast page.