Jacob Wright Email & Phone Number
@vitality.co.uk
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Who is Jacob Wright? Overview
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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.
Email format at Fintuity
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AeroLeads found 1 current-domain work email signal for Jacob Wright. Compare company email patterns before reaching out.
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.
Jacob Wright's current company
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Jacob Wright work experience
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Independent Financial Planner & Coach
Current
Director & Financial Planner
CurrentConsultancy 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
Financial Coach
CurrentIndependent Financial Planner
Trainee Paraplanner/Financial Adviser
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.
Technical Care Adviser
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
Business Consultant
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
Associate Business Consultant
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
Assistant Store Manager
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
Acting Retail Store Manager
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
Retail Sales Assistant
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
Founder & Ceo
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
Barman
Serving alcohol in a safe and responsible environment | Cleaning the lines | In charge of shifts depending on staffing | Cashing up and closing down
Retail Sales Assistant
Helping customers to buy the right phone for them | Great customer service | Completing paperwork at the start and end of the day | Hitting targets
Retail Sales Assistant
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
Colleagues at Fintuity
Other employees you can reach at fintuity.com. View company contacts for 29 employees →
Ivan Rantsev
Colleague at FintuityNovi Sad, Vojvodina, Serbia
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Melissa G
Colleague at FintuityDudley, England, United Kingdom
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Jonathan Pike
Colleague at FintuityBournemouth, England, United Kingdom
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Pavel Poloskov
Colleague at FintuityLondon Area, United Kingdom
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James Nel
Colleague at FintuityPorthcawl, Wales, United Kingdom
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Edward Van Der Straaten
Colleague at FintuityYork, England, United Kingdom
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Yelyzaveta Dombrovska
Colleague at FintuityZhytomyr, Ukraine
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Alexander Stepanenko
Colleague at FintuityWhyteleafe, England, United Kingdom
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Stephen Ireland
Colleague at FintuityGloucestershire, England, United Kingdom
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Andrew Lumley-Holmes (Dippfs, Cpfa)
Colleague at FintuityUnited Kingdom
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Jacob Wright education
Education record
Bachelor’S Degree, Graphic Design, 2.2
Btec National Diploma In Graphic Design, Graphic Design, Ddd
High School, Physical Education | R.E | English | History | Geography | D & T | I.Ct | Spanish | Science | Maths, 12 Gcse’S A* - C
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.
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