Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Jonathan Wright is listed as Financial Life Planner at Suitable Life Group, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jonathan Wright.
Jonathan Wright previously worked as Investment Consultant at Platinum Property Partners and Director at Barclays Corporate Banking. Jonathan Wright holds Ba (Hons) from University Of Leicester.
This section adds company-level context without repeating Jonathan Wright's masked contact details.
Review company-level records connected to Jonathan Wright before choosing the right outreach path.
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.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Greater Bournemouth Area
Our 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.
Quick answers generated from the profile data available on this page.
Jonathan Wright works for Suitable Life Group.
Jonathan Wright is listed as Financial Life Planner at Suitable Life Group.
Jonathan Wright is based in United Kingdom, United Kingdom, United Kingdom while working with Suitable Life Group.
Jonathan Wright has worked for Suitable Life Group, Platinum Property Partners, Barclays Corporate Banking, Barclays Investment Bank, and Hsbc.
You can use AeroLeads to view verified contact signals for Jonathan Wright at Suitable Life Group, including work email, phone, and LinkedIn data when available.
Jonathan Wright holds Ba (Hons) from University Of Leicester.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Jonathan Wright you were looking for.
View similar profiles
