Kevin Wright Email & Phone Number

My aim is to support my clients in achieving their aspirations by really caring about what matters most to them. I've worked in the financial service sector for over 20 years and provide bespoke advice to professionals, entrepreneurs and retired clients, supporting them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management and financial planning including wealth creation, savings & investment planning, family protection and retirement planning. I can be contacted directly without obligation on my mobile, 07966 303048 or the office 0191 3744043.As an Associate Partner Practice with St. James's Place Wealth Management based in Durham, my focus is on building and maintaining long term relationships with my clients and to provide them with a source of trusted financial advice as their financial needs evolve over the course of their lives.The 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). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.SJP Approved XX/XX/XXXX

Listed skills include Asset Based Lending, Commercial Mortgages, Banking, Business Relationship Management, and 20 others.

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  Chartered Insurance Institute

  Chartered Financial Planner