Liam Wright

Liam Wright

Twelve Wealth Management Ltd

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8941
Based in Cobham
View location

Top Rated 2025
Verified since: July, 2024

5 out of 5

19 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 11 April 2025

    Liam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Liam has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 10 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Liam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Liam has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 11 April 2025

    Liam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Liam has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 10 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Liam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Liam has not yet added their fees to their profile

I joined Twelve Wealth Management as a Financial Adviser in March 2024. Before I developed an interest in the financial services sector, I managed global clients within the professional service sector in the IT Training industry. As a Financial Adviser, My key motivation is to build long lasting relationships with clients and professional business owners, with a key focus in understanding their financial life goals and then implementing a strategy to help structure their finances in a way which is tax efficient, bespoke, and affordable. Outside of the office, I enjoy spending time with my family as a devoted husband & father. I enjoy going to the gym, swimming and attending weekly spin classes. As a lover of sports, I am often found at my local golf course, out on my mountain bike or watching the football with friends. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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