Gary Wright
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Gary Wright Email & Phone Number

Associate Director at Carbon Financial Partners, helping business owners and executives achieve their desired lifestyle through robust financial planning and investment advice at Carbon Financial Partners Ltd
Location: Greater Edinburgh Area, United Kingdom, United Kingdom 7 work roles 12 schools
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Current company
Carbon Financial Partners Ltd
Role
Associate Director at Carbon Financial Partners, helping business owners and executives achieve their desired lifestyle through robust financial planning and investment advice
Location
Greater Edinburgh Area, United Kingdom, United Kingdom
Company size
31 employees

Who is Gary Wright? Overview

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Quick answer

Gary Wright is listed as Associate Director at Carbon Financial Partners, helping business owners and executives achieve their desired lifestyle through robust financial planning and investment advice at Carbon Financial Partners Ltd, a company with 31 employees, based in Greater Edinburgh Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Gary Wright.

Gary Wright previously worked as Associate Director at Carbon Financial Partners Ltd and Chartered Financial Planner at Carbon Financial Partners Ltd. Gary Wright holds Certificate In Securities Advice & Dealing, Pass from Chartered Insurance Institute (Cii).

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Carbon Financial Partners Ltd

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Profile bio

About Gary Wright

I build lifetime financial plans for people to help them achieve their lifestyle and financial objectives throughout their lives and for their future generations.I work with business owners, senior executives, partners in law and accountancy practices and their families located across East Lothian. Edinburgh, Glasgow and Perth. I help them understand what financial position they need to be in to fulfil their goals for themselves and their families. Once we understand what they need, we work together on ensuring they make efficient use of assets to get to that position whilst they concentrate on running their business.Within Carbon, I sit on our Investment Team helping guide the investment policy ensuring our portfolios are doing their job and are as efficient as they can be, as well as keeping on top of wider regulatory and tax issues that may impact our clients.I hold Fellowship status and Chartered status with the CII/PFS. Currently I am working to become a Chartered Tax Adviser (CTA).As a firm, Carbon is one of the top Financial planning firms in the UK. We are a multiple award winning firm, most recently winning the Professional Adviser Awards 'Adviser Firm of the Year (UK)'​ and 'Adviser Firm of the Year - Scotland and NI'.Outside of Carbon, I sit on the Board of, and am Treasurer for, Trust in Fife, a charity based in Kirkcaldy who provide assistance to vulnerable and homeless people in Fife.

Current workplace

Gary Wright's current company

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Carbon Financial Partners Ltd
Carbon Financial Partners Ltd
Associate Director at Carbon Financial Partners, helping business owners and executives achieve their desired lifestyle through robust financial planning and investment advice
edinburgh, edinburgh, united kingdom
Website
carbonfinancial.co.uk
Employees
31
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7 roles

Gary Wright work experience

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Trainee Financial Planner

Carbon Financial Partners Ltd

Edinburgh, United Kingdom

Graduate trainee within Carbon, a multiple award winning firm, most recently winning the Professional Adviser Awards 'Adviser Firm of the Year (UK)'​ and 'Adviser Firm of the Year - Scotland and NI'.A member of Carbon's Investment Team researching new and current investment propositions.

Sep 2014 - Jun 2017

Director And Treasurer

Trust In Fife

Kirkcaldy, United Kingdom

I was a member of the Board and Treasurer for Trust in Fife, a Kirkcaldy based charity with the objective of improving social equality through aiding vulnerable and homeless people in Fife.For further information please check out their website and feel free to donate. https://www.trustinfife.org.uk/

May 2018 - Sep 2022
Team & coworkers

Colleagues at Carbon Financial Partners Ltd

Other employees you can reach at carbonfinancial.co.uk. View company contacts for 31 employees →

GM Graeme Morrison Graeme Morrison Colleague at Carbon Financial Partners Ltd Greater Edinburgh Area, United Kingdom View → AW Alison Whyte Alison Whyte Colleague at Carbon Financial Partners Ltd Perth, Scotland, United Kingdom, United Kingdom View → SF Shireen Fernie Shireen Fernie Colleague at Carbon Financial Partners Ltd Edinburgh, Scotland, United Kingdom, United Kingdom View → ZM Zoë Malpas Zoë Malpas Colleague at Carbon Financial Partners Ltd Perth And Kinross, Scotland, United Kingdom, United Kingdom View → IH Iain Harper Iain Harper Colleague at Carbon Financial Partners Ltd Edinburgh, Scotland, United Kingdom, United Kingdom View → JC John Crerar John Crerar Colleague at Carbon Financial Partners Ltd Greater Edinburgh Area, United Kingdom View → FM Felicity Morris Felicity Morris Colleague at Carbon Financial Partners Ltd Edinburgh, Scotland, United Kingdom, United Kingdom View → SC Stephanie Chalmers Stephanie Chalmers Colleague at Carbon Financial Partners Ltd Edinburgh, Scotland, United Kingdom, United Kingdom View → SS Suzanne Smith Suzanne Smith Colleague at Carbon Financial Partners Ltd Falkirk, Scotland, United Kingdom, United Kingdom View → MC Mark Christie Mark Christie Colleague at Carbon Financial Partners Ltd Perth, Scotland, United Kingdom, United Kingdom View →
12 education records

Gary Wright education

Certificate In Securities Advice & Dealing, Pass

Chartered Insurance Institute (Cii)

Acquired through completion of CII exams R01, R02, R03 and J12.

Advanced Diploma In Financial Planning, Pass

Chartered Insurance Institute (Cii)

Hold the Advanced Diploma in Financial Planning

Chartership

Chartered Insurance Institute (Cii)

Chartered Financial Planner following completion of the Advanced Diploma in Financial Planning

Fellow

Personal Finance Society (Pfs)

Fellow of the Personal Finance Society

Certificate In Paraplanning, Pass

Chartered Insurance Institute

Certificate In Discretionary Investment Management, Pass

Chartered Insurance Institute (Cii)

Certificate in Discretionary investment Management acquired through completion of R01 and J10 exams.

Investment Management Certificate (Imc), Pass

Cfa Uk

Unit 1 was achieved through exemption using the CII's Diploma in Regulated Financial Planning. Passed the exam for IMC Unit 2, Investment.

Diploma In Regulated Financial Planning, Dippfs

Chartered Insurance Institute (Cii)

Sat and passed exams R01-R06 in order to achieve the Diploma in Regulated Financial Planning.

Error-Checking, Numerical Comprehension, Verbal Comprehension

Saville Consulting Tests

Sat Saville Consulting Aptitude Tests on 'Error-Checking'​, 'Numerical Comprehension'​, and 'Verbal Comprehension,' aptitude tests on.

Ma(Hons), Accounting And Finance, 2.1

Heriot-Watt University

Activities and Societies: Heriot-Watt University Trading & Investment Club Graduated with a 2:1 MA(Hons) degree in Accountancy and.

A-Levels

Royal School Dungannon

Activities and Societies: Rugby Studied Mathematics, Physics and Economics for A-Level, with IT studied to AS-Level Grades: A-Levels- B B.

FAQ

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What company does Gary Wright work for?

Gary Wright works for Carbon Financial Partners Ltd.

What is Gary Wright's role at Carbon Financial Partners Ltd?

Gary Wright is listed as Associate Director at Carbon Financial Partners, helping business owners and executives achieve their desired lifestyle through robust financial planning and investment advice at Carbon Financial Partners Ltd.

Where is Gary Wright based?

Gary Wright is based in Greater Edinburgh Area, United Kingdom, United Kingdom while working with Carbon Financial Partners Ltd.

What companies has Gary Wright worked for?

Gary Wright has worked for Carbon Financial Partners Ltd, Trust In Fife, Heriot-Watt University Trading And Investment Club, and Makro Self Sevice Wholesalers Ltd..

Who are Gary Wright's colleagues at Carbon Financial Partners Ltd?

Gary Wright's colleagues at Carbon Financial Partners Ltd include Graeme Morrison, Alison Whyte, Shireen Fernie, Zoë Malpas, and Iain Harper.

How can I contact Gary Wright?

You can use AeroLeads to view verified contact signals for Gary Wright at Carbon Financial Partners Ltd, including work email, phone, and LinkedIn data when available.

What schools did Gary Wright attend?

Gary Wright holds Certificate In Securities Advice & Dealing, Pass from Chartered Insurance Institute (Cii).

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