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.

Qualifications
  • 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.

Get in contact

Have a question? But not quite ready to book a face-to-face meeting yet? We'd be more than happy to have a no-obligations chat. Use our message box below to get in touch.

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      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: 9D Harewood Yard, Harewood Estate, Leeds, LS17 9LF

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