Liam Wright
Twelve Wealth Management Ltd
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8941
Based in Cobham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2024
5 out of 5
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FCA Regulated
Liam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
Liam has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Liam has received 19 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
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
Liam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Liam has not yet added their fees to their profile
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Liam has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Liam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
Liam has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Liam has received 19 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
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
Liam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Liam has not yet added their fees to their profile
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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