Stephen Wright
- Associate Partner of St. James’s Place
- Wright Financial Strategies
- North Oxford
“Spending time with my family (two grown up daughters, my 7-year-old son and my grandson!) Recently taken up squash and trying to improve my game.Trying to keep fit by running and HIIT sessions a couple of times per week.Reading – fiction and biographies when on holiday.Watching Premier league football and International Rugby when I get the chance.”
Financial Planning for individuals and businesses.
Financial advice can help you by…..
Taking greater control and organisation of your, and your family’s, financial circumstances today and into the future.
Making more informed investment decisions – ensuring your money is working harder for you.
Helping you to achieve the retirement you want.
Protecting yourself and your family financially from life’s ‘knocks’.
Some examples to help identify how financial advice might help….
With regards to your retirement planning:
Do you know to an accurate degree how much you have saved to pay for your retirement? (Yes or No)
Do you know what you need to have saved in order to pay for the retirement you want? (yes or no)
Do you have a clear plan for getting from where you are to where you need to be in terms of funding your retirement? (Yes or No)
I can help you turn those into a “Yes”.
With regards to your savings & investment planning:
Are your investments working in a way to deliver the returns needed to meet life’s objectives – after the effects of inflation? (Yes / No / Don’t Know)
Are your investments structured in a tax efficient manner? (Yes / No / Don’t Know)
Are you monitoring your investments and savings regularly to ensure they remain appropriate and on track? (Yes / No)
I can help you turn those into a “Yes”.
With regards to protecting your financial future:
Are you clear about what happens immediately following your death or diagnosis of a critical illness from a financial perspective? (Yes / No)
Are you clear about how family and loved ones will manage financially following your death or diagnosis of a critical illness? (Yes / No)
I can help you turn those into a “Yes”.
With regards to businesses:
Do you have a “will” for your business?
What happens on death or serious illness of the owner?
What are your employee benefits? Could these improve retention, motivation and feeling valued by the people the business employs?
Does the business have appropriate pensions in place for both employees and directors?
I can help in thes
