Heidi Wright

Heidi Wright Email and Phone Number

Wealth Manager - Barclays Wealth @ Barclays Wealth Management
london, greater london, united kingdom
Heidi Wright's Location
Manchester, England, United Kingdom, United Kingdom
Heidi Wright's Contact Details

Heidi Wright work email

Heidi Wright personal email

n/a
About Heidi Wright

Experienced Wealth Manager with a demonstrated history of working in the financial services industry. My passion is helping clients and their families to achieve their financial goals. Strong and meaningful long term relationships ensures I provide peace of mind, whether that is now or for their future aspirations and ambitions.

Heidi Wright's Current Company Details
Barclays Wealth Management

Barclays Wealth Management

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Wealth Manager - Barclays Wealth
london, greater london, united kingdom
Employees:
3614
Heidi Wright Work Experience Details
  • Barclays Wealth Management
    Wealth Manager
    Barclays Wealth Management Aug 2017 - Present
    Manchester Area, United Kingdom
    After successfully attaining Level 4 IFS Financial Adviser Diploma, I joined the Barclays Wealth Court Of Protection Team in August 2017, during which time I had a great opportunity to lead and manage a team who supported 4 Wealth Managers with over 500 client relationships, I thoroughly enjoyed the experience, however my heart lies with helping clients and their families. I continued my professional investment studies, adding CISI Securties & Derivatives to my “bow” to ensure I can continue to provide the best advice. I am now part of the Barclays Wealth North West team.
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  • Barclays
    Premier Banking Manager
    Barclays Nov 2001 - Aug 2017
    Manchester Area
    I provide personal banking advice and support to clients who have a business connection with Barclays. Having a dedicated point of contact is invaluable for my clients, along with the innovative products and services Barclays Premier offers, such as award winning on-line banking, mobile & ipad banking apps, Feature Store, PINGIT and personalised debit cards, not to mention our unique Barclays Rewards Scheme.
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  • Halifax
    Personal Financial Adviser
    Halifax Feb 1998 - Nov 2001
    I became a CeFA quailed financial adviser in 1997, Providing financial advice and support for long term investments. In 2000 I also attained the CeMAP qualification to become a regulated mortgage adviser.
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Heidi Wright Skills

Retail Banking Banking Portfolio Management Credit Loans Credit Risk Mortgage Lending Financial Services Relationship Management

Heidi Wright Education Details

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Frequently Asked Questions about Heidi Wright

What company does Heidi Wright work for?

Heidi Wright works for Barclays Wealth Management

What is Heidi Wright's role at the current company?

Heidi Wright's current role is Wealth Manager - Barclays Wealth.

What is Heidi Wright's email address?

Heidi Wright's email address is he****@****ays.com

What schools did Heidi Wright attend?

Heidi Wright attended ..

What skills is Heidi Wright known for?

Heidi Wright has skills like Retail Banking, Banking, Portfolio Management, Credit, Loans, Credit Risk, Mortgage Lending, Financial Services, Relationship Management.

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