Jacob Wright
AeroLeads people directory · profile

Jacob Wright Email & Phone Number

Independent Financial Planner and Coach at Fintuity
Location: Newark-On-Trent, England, United Kingdom 16 work roles 4 schools
1 work email found @vitality.co.uk LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@vitality.co.uk
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Independent Financial Planner and Coach
Location
Newark-On-Trent, England, United Kingdom
Company size

Who is Jacob Wright? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jacob Wright is listed as Independent Financial Planner and Coach at Fintuity, a with 29 employees, based in Newark-On-Trent, England, United Kingdom. AeroLeads shows a work email signal at vitality.co.uk and a matched LinkedIn profile for Jacob Wright.

Jacob Wright previously worked as Independent Financial Planner & Coach at Fintuity and Director & Financial Planner at Salt & Light Financial Services Limited. Jacob Wright studied at Chartered Insurance Institute.

Company email context

Email format at Fintuity

This section adds company-level context without repeating Jacob Wright's masked contact details.

{first}.{last}@vitality.co.uk
86% confidence

AeroLeads found 1 current-domain work email signal for Jacob Wright. Compare company email patterns before reaching out.

Profile bio

About Jacob Wright

I help my clients achieve 'financial freedom'. That is the ability to live life on your own terms whilst having the financial resources to back it up. How do I do that? Well, we work together to plan, review and maintain your finances. We want to answer these two primary questions: 1) Can I/we live the life that I want, now and in the future? 2) Will I/we run out of money?Simply put, the earlier you start working with an independent financial planner, the better your chances are going to be to achieve your chosen lifestyle.

Listed skills include Account Management, Business Development Consultancy, Financial Services, Customer Service, and 19 others.

Current workplace

Jacob Wright's current company

Company context helps verify the profile and gives searchers a useful next step.

Fintuity
Fintuity
Independent Financial Planner and Coach
Newark-on-Trent, GB
Website
Employees
29
AeroLeads page
16 roles

Jacob Wright work experience

A career timeline built from the work history available for this profile.

Independent Financial Planner And Coach

Newark-On-Trent, Gb

Independent Financial Planner & Coach

Current

London, England, United Kingdom

Jan 2024 - Present

Director & Financial Planner

Current

London, England, United Kingdom

Consultancy FirmWhether you're a business or an individual client, my aim is to help you achieve 'financial freedom'. That is the ability to live life on your own terms and have the financial resources to do so.How do I do that? Well, by answering these three questions:1) Can I/we spend my money how I/we want to, now and in the future?2) Will I/we run out of money?3) If I/we have any spare money, can I/we pass it to my wife/children/partner etc.It shouldn't be any more complicated than that to work with a financial planner to achieve your financial goals and objectives.THE EARLIER YOU START, THE BETTER YOUR CHANCES TO ACHIEVE YOUR FINANCIAL GOALS & OBJECTIVES!---------------------------We also offer the following pro-bono services:> Financial Wellbeing & Coaching Workshops - Aimed at small and medium businesses for the benefit of the employer, employee and end client> Financial Education - Aimed at primary/secondary and university aged children

Jan 2023 - Present

Financial Coach

Current

London, England, United Kingdom

Aug 2022 - Present

Independent Financial Planner

Various
Jan 2019 - Jan 2023

Trainee Paraplanner/Financial Adviser

Stamford, Lincolnshire, United Kingdom

Helping financial advisers with administration and paraplanning whilst working towards Level 4 diploma in regulated financial planning with the Cii.Investments | Pensions | Pension Switches | Reviews etc.

Jan 2018 - Jun 2019

Technical Care Adviser

Newark

I moved away from Vitality in order to further my financial services career.Helping consumers with technical queries | High levels of customer service | Exceeding first call resolution target on a consistent basis | Exceeding NPS targets on a consistent basis

Mar 2017 - Dec 2017

Business Consultant

Home Based

Having graduated the Vitality academy, I am now a fully fledged Business Consultant for Vitality.Helping professional advisers build their business | Helping advisers build their portfolio of products | Helping advisers with training and product knowledge | Helping to provide a clear and concise service to provide a complete consultancy service | Helping advisers build new income streams and how to extract the most from their business

Jun 2016 - Mar 2017

Associate Business Consultant

Ng24 2Tq, Newark

I joined Vitality as part of their graduate scheme to become a Business Consultant.I learned the following during my graduation:Helping professional advisers build their business | Helping advisers build their portfolio of products | Helping advisers with training and product knowledge | Helping to provide a clear and concise service to provide a complete consultancy service | Helping advisers build new income streams and how to extract the most from their business

Sep 2015 - Jun 2016

Assistant Store Manager

Grantham, Ng31 6Ph

Managing a team of people in store to succeed | Managing store performance to hit daily and monthly targets | Managing compliance to an extremely high standard | In charge of generating B2B leads for the store on organized visits and knowing how to generate leads by asking the right questions | Integral specialist roles across the region (regional systems specialist | Giving exceptional service to every customer at every opportunity | Working smarter to achieve the best results

Aug 2014 - Aug 2015

Acting Retail Store Manager

Skegness

In the three months I was the manager in Skegness, the store moved from 250-300 in the company then being in the top 10 for three months in a row.Managing a team of people in store to succeed | Managing store performance to hit daily and monthly targets | Managing compliance to an extremely high standard | In charge of generating B2B leads for the store on organized visits and knowing how to generate leads by asking the right questions | Integral specialist roles across the region (regional systems specialist | Giving exceptional service to every customer at every opportunity | Working smarter to achieve the best results

May 2014 - Aug 2014

Retail Sales Assistant

Grantham, Ng31 6Ph

Integral specialist roles across the region (regional systems specialist | Giving exceptional service to every customer at every opportunity | Working smarter to achieve the best results

Jun 2013 - Apr 2014

Founder & Ceo

Insect Frame Uk

Home Based

COMPANY WAS SOLD FOR CONSIDERABLE PROFIT IN OCTOBER 2013Sole trader: manufacturing insect frames for interior design | Mastering the process of creating bespoke insect frames made from real insects by hand from beginning to end | Design of company website and branding | Making sure the finance and accounts were in order for HMRC | Exceptional customer service | Making sure every insect frame was made correctly before dispatch | Creating new innovative designs to showcase online for purchase | Contract negotiations with buyers

May 2012 - Oct 2013

Barman

Stoke Rochford Hall

Stoke Rochford

Serving alcohol in a safe and responsible environment | Cleaning the lines | In charge of shifts depending on staffing | Cashing up and closing down

Mar 2012 - May 2012

Retail Sales Assistant

Grantham, Ng31 6Ph

Helping customers to buy the right phone for them | Great customer service | Completing paperwork at the start and end of the day | Hitting targets

Aug 2010 - Mar 2012

Retail Sales Assistant

Sports Direct Group

Boston, Lincolnshire

Sorting out early deliveries | Making sure deliveries were put away on time, correcting and in order | Serving customers wanting to buy new shoes | Serving customers on the tills

Jun 2009 - Aug 2010
Team & coworkers

Colleagues at Fintuity

Other employees you can reach at fintuity.com. View company contacts for 29 employees →

4 education records

Jacob Wright education

Bachelor’S Degree, Graphic Design, 2.2

New College Stamford, Stamford

Activities and Societies: Scalextric / Model Car Racing

Btec National Diploma In Graphic Design, Graphic Design, Ddd

Grantham College, Grantham

Activities and Societies: Scalextric / Model Car Racing

High School, Physical Education | R.E | English | History | Geography | D & T | I.Ct | Spanish | Science | Maths, 12 Gcse’S A* - C

Carres Grammar School, Sleaford

Activities and Societies: Scalextric / Model Car Racing

FAQ

Frequently asked questions about Jacob Wright

Quick answers generated from the profile data available on this page.

What company does Jacob Wright work for?

Jacob Wright works for Fintuity.

What is Jacob Wright's role at Fintuity?

Jacob Wright is listed as Independent Financial Planner and Coach at Fintuity.

What is Jacob Wright's email address?

AeroLeads has found 1 work email signal at @vitality.co.uk for Jacob Wright at Fintuity.

Where is Jacob Wright based?

Jacob Wright is based in Newark-On-Trent, England, United Kingdom while working with Fintuity.

What companies has Jacob Wright worked for?

Jacob Wright has worked for Fintuity, Salt & Light Financial Services Limited, Bippit, Various, and Landmark Ifa Ltd.

Who are Jacob Wright's colleagues at Fintuity?

Jacob Wright's colleagues at Fintuity include Ivan Rantsev, Melissa G, Jonathan Pike, Pavel Poloskov, and James Nel.

How can I contact Jacob Wright?

You can use AeroLeads to view verified contact signals for Jacob Wright at Fintuity, including work email, phone, and LinkedIn data when available.

What schools did Jacob Wright attend?

Jacob Wright studied at Chartered Insurance Institute.

What skills is Jacob Wright known for?

Jacob Wright is listed with skills including Account Management, Business Development Consultancy, Financial Services, Customer Service, Retail Sales, Store Management, Customer Satisfaction, and Sole Proprietors.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Jacob Wright you were looking for.

View similar profiles