History of WR
WR Financial Management is a firm of fee-based, Chartered and wholly Independent Financial Advisers. Established in 1987, we have since secured a reputation for providing timely and valued financial planning advice to corporate and private individuals across the North East.
With over £100 million of funds under management, WR Financial can boast an enviable reputation in investment management.
With offices in both Northumberland and in Teesside on the prestigious Teesdale Business Park, our dedicated and highly qualified team of financial advisers and support staff pride themselves on our development of creative and innovative solutions to help achieve your goals and manage your financial affairs.
As Independent Financial Advisers, authorised and regulated by the Financial Services Authority we offer a full lifestyle financial planning service focusing on both your financial and life goals.
Through our corporate financial planning service we provide tailored packages to grow and protect your business based on its unique needs.
Our Chartered Status is external recognition of our dedication to the highest standards of professional practice and customer service in all business dealings. The title is only awarded to firms which meet rigorous criteria relating to professionalism and capability.
