WR Financial Management was established in 1987 and has since secured a reputation for providing timely and valued financial planning advice to corporate and private individuals.

Based 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 clients achieve their goals and manage their financial affairs.

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

Our holistic approach recognizes that lifestyle changes require timely and proactive approach.

Our fee based approach ensures advice is given without bias and therefore varying commissions from product providers do not influence the advice.

Products are recommended providing they are in the best interest over the long term. Rick profiling modeling ensures the appropriate asset allocation can be made to secure optimum return.

WRFM are a customer – orientated provider committed to delivering a fee based service that provides value and secures a high level of client retention. A business grown on client referrals for long term financial planning requirements.

We aim to create long term relationships with our clients that are founded on establishing at the outset what financial goals are to be achieved and what appropriate plans need to be created.
Our aims are to be clear and unambiguous when providing timely and valued financial planning advice.

If this approach matches your criteria for selecting your financial planner please contact us on:

Marekting@wrfinancial.co.uk