Jonathan Wright Email and Phone Number
With over 16 years of work experience in the financial sector, I am a passionate and skilled financial life planner and investment consultant. My mission is to help my clients achieve their financial goals and live the way they want to. I currently work as a Financial Life Planner at Suitable Life Group, a company that provides holistic and personalized financial planning services to high net worth individuals.In my previous role as an Investment Consultant at Platinum Property Partners, I was the #1 franchise salesperson in the company, generating over £5m in net income in just over 5 years. I managed the whole sales process from initial enquiry to onboarding new clients, using HubSpot as a CRM tool. I was also adept at communicating with different audiences, from public speaking and webinar presentations, to phone/Zoom calls and personalized business plan sessions. I leveraged my skills in new business development, customer relationship management, and financial risk management to deliver exceptional results for my clients and the company.
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Financial Life PlannerSuitable Life Group Jan 2023 - PresentGreater Bournemouth AreaOur aim is to initially understand our clients financial situation, and then map out the rest of their lives to see if they have enough to live the way they want to. As part of this, I run various scenarios - perhaps buy or sell additional assets, step up pension contributions, gifting, manage inheritance tax positions, one off milestones, early retirement and all combination of these!My key role is to then explain this to clients, understand their preferences and non negotiables to get as accurate a forecast as possible. Our modelling will then be refined and finalised - but to then keep an ongoing brief as to when key milestones change & re-run accordingly. In addition, across the Suitable Group we have an IFA business (Suitable Money), and a wills, trusts, LPA's & protection division (Suitable Wealth). -
Investment ConsultantPlatinum Property Partners Nov 2016 - Jul 2022Bournemouth, United Kingdom -
DirectorBarclays Corporate Banking Nov 2004 - Dec 2015Canary Wharf -
Credit Risk ManagerBarclays Investment Bank Nov 2004 - Jun 2006North Colonnade, London -
Process Specialist / TrainerHsbc Jul 2003 - Nov 2004Uk / India
Jonathan Wright Education Details
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Ba (Hons)
Frequently Asked Questions about Jonathan Wright
What company does Jonathan Wright work for?
Jonathan Wright works for Suitable Life Group
What is Jonathan Wright's role at the current company?
Jonathan Wright's current role is Financial Life Planner @ Suitable Life Group.
What schools did Jonathan Wright attend?
Jonathan Wright attended University Of Leicester.
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Jonathan Wright
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Jonathan Wright
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Jonathan Wright
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Jonathan Wright
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