Heidi Wright Email & Phone Number

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.

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.

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.