Liz Wright
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Liz Wright Email & Phone Number

Professional Financial Adviser at Quilter Financial Advisers at Quilter Financial Advisers
Location: United Kingdom 5 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 100%

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Current company
Quilter Financial Advisers
Role
Professional Financial Adviser at Quilter Financial Advisers
Location
United Kingdom
Company size
1851 employees

Who is Liz Wright? Overview

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Quick answer

Liz Wright is listed as Professional Financial Adviser at Quilter Financial Advisers at Quilter Financial Advisers, a with 1851 employees, based in United Kingdom. AeroLeads shows a matched LinkedIn profile for Liz Wright.

Liz Wright previously worked as Financial Adviser at Quilter Financial Advisers and Professional Financial Adviser at Lighthouse Financial Advice Limited. Liz Wright studied at Thornbury Castle School.

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Quilter Financial Advisers

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Profile bio

About Liz Wright

Thanks for taking time to view my profile. I offer a professional and personal financial planning service at a convenient time and place to suit your busy lifestyles. I am passionate about providing quality advice to my clients in a relaxed, friendly and clear manner. ★ COMPLIMENTARY ★ Free no obligation initial meeting. ★ INVESTING and SAVINGS ★ I am also qualified to provide Pension Transfer advice which includes (if appropriate) transferring defined benefit pension arrangements. Transferring out of a Final Salary scheme or a Defined Benefit is unlikely to be in the best interests of or be suitable for most people.It is very important to me to build long term relationship with my clients ensuring that together to help achieve their goals and objectives. The following are a selection of the areas that I can advise on: - Retirement Planning this involves pre and post planning - Investment planning onshore and offshore investments - Inheritance Tax Planning - Protecting clients income against long term sickness or critical illness. - Business protection for employersApprover Lighthouse Advisory Services Limited 01.05.2023 Approver FRN 195199. -

Listed skills include Relationship Management, Investments, Financial Services, Strategic Financial Planning, and 7 others.

Current workplace

Liz Wright's current company

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Quilter Financial Advisers
Quilter Financial Advisers
Professional Financial Adviser at Quilter Financial Advisers
london, england, united kingdom
Website
quilter.com
Employees
1851
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5 roles

Liz Wright work experience

A career timeline built from the work history available for this profile.

Professional Financial Adviser

Current
Lighthouse Financial Advice Limited

Surrey

Providing comprehensive financial planning, including investments, pensions, trusts and inheritance tax planning.

Aug 2013 - Present

Senior Client Relationship Manager

Banco Santander

London, United Kingdom

Responsible for managing a portfolio of high net worth clients on all matters relating to their investments as well discussing tax and trust planning.

Jul 2011 - Jul 2013

Financial Adviser

Barclays Wealth And Investment Management

Developed close working relationships with Private Bankers and Corporate Managers. Providing full financial planning to clients which involved investment planning, inheritance tax planning and business protection advice.

Apr 2009 - Apr 2010

Financial Advisor

Friends Life Uk

London, United Kingdom

Providing full holistic financial advice for clients through Britannia Building Society recommending Friends Life products (previously Axa Sun Life) I was the inheritance tax specialist in the West London area.

Apr 2005 - Apr 2010
Team & coworkers

Colleagues at Quilter Financial Advisers

Other employees you can reach at quilter.com. View company contacts for 1851 employees →

RH Richard Hurst Richard Hurst Colleague at Quilter Financial AdvisersGreater Southampton Area, United Kingdom View → MB Michelle Brodie Michelle Brodie Colleague at Quilter Financial AdvisersGreater London, England, United Kingdom View → CM Connor Martin Connor Martin Colleague at Quilter Financial AdvisersLondon, England, United Kingdom View → KM Kate Millard Kate Millard Colleague at Quilter Financial AdvisersUnited Kingdom View → EM Effrosyni Marinou Effrosyni Marinou Colleague at Quilter Financial AdvisersMaidstone, England, United Kingdom View → CH Caroline Hooper Caroline Hooper Colleague at Quilter Financial AdvisersGreater Southampton Area, United Kingdom View → MH Marie Hardman Marie Hardman Colleague at Quilter Financial AdvisersUnited Kingdom View → TM Tia Millward Tia Millward Colleague at Quilter Financial AdvisersLondon, England, United Kingdom View → MB Mark Birch Mark Birch Colleague at Quilter Financial AdvisersKing'S Lynn, England, United Kingdom View → KW Klaudia Wybieralska Klaudia Wybieralska Colleague at Quilter Financial AdvisersSouthampton, England, United Kingdom View →
1 education record

Liz Wright education

  • Thornbury Castle School
    Thornbury Castle School
FAQ

Frequently asked questions about Liz Wright

Quick answers generated from the profile data available on this page.

What company does Liz Wright work for?

Liz Wright works for Quilter Financial Advisers.

What is Liz Wright's role at Quilter Financial Advisers?

Liz Wright is listed as Professional Financial Adviser at Quilter Financial Advisers at Quilter Financial Advisers.

Where is Liz Wright based?

Liz Wright is based in United Kingdom while working with Quilter Financial Advisers.

What companies has Liz Wright worked for?

Liz Wright has worked for Quilter Financial Advisers, Lighthouse Financial Advice Limited, Banco Santander, Barclays Wealth And Investment Management, and Friends Life Uk.

Who are Liz Wright's colleagues at Quilter Financial Advisers?

Liz Wright's colleagues at Quilter Financial Advisers include Richard Hurst, Michelle Brodie, Connor Martin, Kate Millard, and Effrosyni Marinou.

How can I contact Liz Wright?

You can use AeroLeads to view verified contact signals for Liz Wright at Quilter Financial Advisers, including work email, phone, and LinkedIn data when available.

What schools did Liz Wright attend?

Liz Wright studied at Thornbury Castle School.

What skills is Liz Wright known for?

Liz Wright is listed with skills including Relationship Management, Investments, Financial Services, Strategic Financial Planning, Wealth Management, Portfolio Management, Inheritance Tax Planning, and Financial Planning.

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