Jacob Wright Email and Phone Number
Jacob Wright work email
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Jacob Wright personal email
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.
Fintuity
View- Website:
- fintuity.com
- Employees:
- 29
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Independent Financial Planner And CoachFintuityNewark-On-Trent, Gb
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Independent Financial Planner & CoachFintuity Jan 2024 - PresentLondon, England, United Kingdom
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Director & Financial PlannerSalt & Light Financial Services Limited Jan 2023 - PresentLondon, England, United KingdomConsultancy 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 CoachBippit Aug 2022 - PresentLondon, England, United Kingdom -
Independent Financial PlannerVarious Jan 2019 - Jan 2023
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Trainee Paraplanner/Financial AdviserLandmark Ifa Ltd Jan 2018 - Jun 2019Stamford, Lincolnshire, United KingdomHelping 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 AdviserVodafone Mar 2017 - Dec 2017NewarkI 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 ConsultantVitality Uk Jun 2016 - Mar 2017Home BasedHaving 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 ConsultantVitality Uk Sep 2015 - Jun 2016Ng24 2Tq, NewarkI 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
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Assistant Store ManagerVodafone Aug 2014 - Aug 2015Grantham, Ng31 6PhManaging 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
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Acting Retail Store ManagerVodafone May 2014 - Aug 2014SkegnessIn 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
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Retail Sales AssistantVodafone Jun 2013 - Apr 2014Grantham, Ng31 6PhIntegral specialist roles across the region (regional systems specialist | Giving exceptional service to every customer at every opportunity | Working smarter to achieve the best results
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Founder & CeoInsect Frame Uk May 2012 - Oct 2013Home BasedCOMPANY 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
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BarmanStoke Rochford Hall Mar 2012 - May 2012Stoke RochfordServing alcohol in a safe and responsible environment | Cleaning the lines | In charge of shifts depending on staffing | Cashing up and closing down
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Retail Sales AssistantVodafone Aug 2010 - Mar 2012Grantham, Ng31 6PhHelping customers to buy the right phone for them | Great customer service | Completing paperwork at the start and end of the day | Hitting targets
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Retail Sales AssistantSports Direct Group Jun 2009 - Aug 2010Boston, LincolnshireSorting 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
Jacob Wright Skills
Jacob Wright Education Details
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New College Stamford, Stamford2.2 -
Grantham College, GranthamDdd
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Carres Grammar School, Sleaford12 Gcse’S A* - C
Frequently Asked Questions about Jacob Wright
What company does Jacob Wright work for?
Jacob Wright works for Fintuity
What is Jacob Wright's role at the current company?
Jacob Wright's current role is Independent Financial Planner and Coach.
What is Jacob Wright's email address?
Jacob Wright's email address is ja****@****y.co.uk
What schools did Jacob Wright attend?
Jacob Wright attended Chartered Insurance Institute, New College Stamford, Stamford, Grantham College, Grantham, Carres Grammar School, Sleaford.
What are some of Jacob Wright's interests?
Jacob Wright has interest in Football, Darts, All Areas Of Design, Poker, Karting, Music, Piano, Motorsport And Cars.
What skills is Jacob Wright known for?
Jacob Wright has skills like Account Management, Business Development Consultancy, Financial Services, Customer Service, Retail Sales, Store Management, Customer Satisfaction, Sole Proprietors, Project Management, Management, Team Management, Consulting.
Who are Jacob Wright's colleagues?
Jacob Wright's colleagues are Melissa G, Alexander Mikhailov, Jonathan Pike, Andrew Lumley-Holmes (Dippfs, Cpfa), Edward Van Der Straaten, Yelyzaveta Dombrovska, Ivan Rantsev.
Not the Jacob Wright you were looking for?
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2imagini.net, vccp.com3 +120725XXXXX
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Jacob Wright
Intern At Cdi Global | Recent Bsc Mathematics And Economics Graduate | Seeking To Begin My Career In A Grad/Entry Level Analytical Role In The Financial Services.Brentwood -
Jacob Wright
London -
3caci.co.uk, concentra.co.uk, farfetch.com
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