Kevin Wright

Kevin Wright Email and Phone Number

Principal of The Wright Partnership, Associate Partner Practice @ St. James’s Place Wealth Management
Newcastle upon Tyne, GB
Kevin Wright's Location
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
Kevin Wright's Contact Details

Kevin Wright work email

Kevin Wright personal email

n/a
About Kevin Wright

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

Kevin Wright's Current Company Details
St. James’s Place Wealth Management

St. James’S Place Wealth Management

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Principal of The Wright Partnership, Associate Partner Practice
Newcastle upon Tyne, GB
Kevin Wright Work Experience Details
  • St. James’S Place Wealth Management
    Principal Of The Wright Partnership, Associate Partner Practice
    St. James’S Place Wealth Management
    Newcastle Upon Tyne, Gb
  • St. James’S Place Wealth Management
    Principal Of The Wright Partnership, Associate Partner Practice
    St. James’S Place Wealth Management Apr 2015 - Present
    Newcastle Upon Tyne, United Kingdom
  • Yorkshire Bank
    Business Development Manager - Commercial Banking
    Yorkshire Bank Jan 2014 - Apr 2015
    Newcastle Upon Tyne, United Kingdom
    Acquisition of new business in the £2-25M turnover space.
  • Santander Uk Corporate & Commercial
    Relationship Director
    Santander Uk Corporate & Commercial Sep 2011 - Dec 2013
    County Durham & Tyne And Wear
    Managing a small portfolio of SME clients providing commercial banking services including but not limited to commercial finance, deposits and current account provision
  • Santander Uk Corporate & Commercial
    Business Relationship Manager
    Santander Uk Corporate & Commercial Feb 2008 - Sep 2011
    Durham
    Responsible for the acquisition and management of a deposit portfolio managing deposits of c. £30M
  • Bank Of Scotland
    Business Development Manager
    Bank Of Scotland Jun 2006 - Jul 2007
    Responsible for the acquisition of commercial finance business through an established broker network
  • Barclays Uk
    Local Business Manager
    Barclays Uk 2001 - 2006
    Managed a portfolio of around 500 start up and small business clients providing a full suite of business banking products and services

Kevin Wright Skills

Asset Based Lending Commercial Mortgages Banking Business Relationship Management Corporate Finance Retirement Planning Financial Planning Start Ups Portfolio Management Business Development Relationship Management Investments Credit Risk Trade Finance Invoice Discounting Commercial Banking Life Insurance Business Planning Management Credit Analysis Inheritance Tax Planning Funding Crm Commercial Lending

Kevin Wright Education Details

  • Chartered Insurance Institute
    Chartered Insurance Institute
    Chartered Financial Planner

Frequently Asked Questions about Kevin Wright

What company does Kevin Wright work for?

Kevin Wright works for St. James’s Place Wealth Management

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

Kevin Wright's current role is Principal of The Wright Partnership, Associate Partner Practice.

What is Kevin Wright's email address?

Kevin Wright's email address is ke****@****bey.com

What schools did Kevin Wright attend?

Kevin Wright attended Chartered Insurance Institute.

What skills is Kevin Wright known for?

Kevin Wright has skills like Asset Based Lending, Commercial Mortgages, Banking, Business Relationship Management, Corporate Finance, Retirement Planning, Financial Planning, Start Ups, Portfolio Management, Business Development, Relationship Management, Investments.

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