Continued expansion at Wright & Lord Financial Services

March 02, 2017 - 9:00am

Continued expansion at Wright & Lord Financial Services

Morecambe Bay & South Lakeland Independent Financial Services company move to larger premises as business increases

It’s been almost 10 years since the doors opened for business at one of the areas leading Independent Financial Services Companies. Director Kay Murray, along with her team is celebrating as the company moves to new independent and larger premises on Victoria Street, Morecambe.

In addition, the company has also added two new experienced members of staff to the existing team of Kay Murray (Independent Financial Adviser) and Scott Lee (Independent Mortgage Adviser) to help develop the increase in business. Deborah Masterman joins the company having previously worked for the Skipton Building Society and Skipton Financial Services. She brings many years of experience and knowledge in all aspects of Financial Planning including Pensions, Inheritance Tax planning and Investment advice.

Deborah Robinson also joins the team as an experienced and professional administrator, working previously for Lancastrian Estates/Oakmere Homes in a senior position which included work the new homes sector. She has also previously worked for the Yorkshire Bank in Lancaster, developing business and relationships with commercial clients.

“We have two very welcome additions to the team” said Kay Murray “We offer more than 30 years of experience of independent financial services from the ‘whole of the market’’

The larger premises have also allowed for the development of a ‘partnership’ with Lancastrian Estates who share some of the space to promote their residential property for sale or letting.