News : Financial Services
When it comes to legal advice, Wright & Lord is a name you can trust. From helping clients to move home to setting up wills, complex commercial law to matrominal cases they’ve helped hundreds of local people with their legal needs.
And now Wright & Lord can offer an even stronger service thanks to a new partnership with one of Morecambe’s top independent financial advisers. The partners have gone into business with Kay Murray, formerly of Company Red, to create Wright & Lord Financial Services – a separate arm of the Wright & Lord business working in the same premises and in close conjunction with Wright & Lord Solicitors.
The ability to offer legal and financial advice from one location provides Wright & Lord’s clients with a one-stop shop. For example, when buying a home clients can visit the firm’s offices to find help with conveyancing, mortgages, HIPs and life insurance.
“There is a growing desire among our customers to get everything under one roof for convenience and comfort”, said Stephen Wright, Senior Partner at Wright & Lord. “We’re able to service this need through our offices on Victoria Street, Princes Crescent in Bare and through home visits we carry out at no extra cost across the district”.
Kay, who has over 20 years’ experience as a financial adviser within the Morecambe area, said. “Not only can Wright & Lord Financial Services provide a complete service for our clients we can also provide an independent one. Rather than be tied to one set of products we can offer from the ‘whole of the market’. For example, if you’re looking to remortgage we can look at mortgage products from a vast range of financial institutions to get the deal that suits your needs”.
Wright & Lord Financial Services’ experienced team of financial advisers are on hand to offer advice on products such as pensions, life insurance inheritance tax planning, mortgage advice (including for first-time buyers, buy-to-let and equity release), personal loans plus savings and investments.
The partners, who sponsor both Morecambe FC and Morecambe Cricket Club, have continued to invest in the town with a dedicated Wright & Lord Financial Services office at 19 Princes Crescent in Bare. The office also includes an agency branch of the Furness Building Society offering local residents convenient access to their finances.
“We’re pleased that we’re helping reverse the trend of banks and building societies moving out of Morecambe”, said Kay. “The people of Bare now have a building society within easy reach as well as our independent financial advisers too.”
Additionally Wright & Lord, both legal and financial offer home visits for no extra cost during and outside office hours. “Some of our clients have busy lives or find it difficult to get out of home”, says Stephen Wright. “We’re pleased to be able to offer our services where and when our clients need it.”
For local people considering their legal and financial needs Wright & Lord Solicitors and Wright & Lord Financial Services are now able to offer their clients the best of both worlds.
Please call Wright & Lord Financial Services on 01524 405855 for more details.
|
