Dylan Wright
Client Relationship Manager @Ak Wealth
Warwick, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2025 — Present
Client Relationship Manager @Ak Wealth
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Royal Leamington Spa, GB
EDUCATION
N/A
Chartered Insurance Institute
Diploma in Regulated Financial Planning
N/A
Chartered Insurance Institute
Certificate in Mortgage Advice
2019
University of Surrey
Economics and Finance, Economics and Finance
ABOUT DYLAN WRIGHT
Financial Planner. Passionate about financial education and helping people understand the foundations. 3 exams away from CII Chartered, with a goal of CISI Certified Financial Planner. A confident communicator who thrives in high pressure environments, capable of working well within a team whilst being able to lead when circumstances require.
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