Julie Wright

Personal Assistant

About Julie

I originally started working with Royal Life which then became Royal Sun Alliance.

Ben and Frank then approached me to work for them as a Personal Assistant while the business was a part of Bates Investments Services. I have been a part of the business as it has evolved into Cordiner Wealth ever since.

  • Financial Planning Certificate 1
  • Financial Planning Certificate 2

What do you enjoy most about your job?

Talking with our lovely clients over the telephone and assisting them with any administration queries they may have.

Favourite way to spend a day off…

Going somewhere new with friends and spending the day walking and exploring the area and then finishing off with a drink at the pub. Or… a day shopping with friends and finishing off with a nice meal and a drink.

Spotlight questions

The next place on your travel bucket list…
Walking holiday in Madeira and also to do the music tour of America.
Three things that can instantly make your day better…
Lovely sunny day.
An achievement you’re really proud of…
Climbing Mount Snowdon.

Cordiner Wealth is a trading style of TPFA Limited, which is authorised and regulated by the Financial Conduct Authority. FCA reference number 611188. Registered in England and Wales as a Limited Company No. 8453762. Registered address: 5A Harewood Yard, Harewood Estate, Leeds LS17 9LF

If our clients are not satisfied with the outcome of their compliance, they will have the right to refer it to the Financial Ombudsman Service, free of charge, at the Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their website www.financial-ombudsman.org.uk.

The value of investments and the income from them can go down as well as up, so you could get back less than you invested. In the investment world, the past is not a reliable guide to the future.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change, content of the website may not reflect the latest changes.

Cordiner Wealth is not responsible for the content of external links.

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We understand that everyone has different needs. Which is why we want to let you know that we’re happy to meet clients both remotely and face-to-face, whichever is easiest for you.

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