Jacob Wright

Financial Coach at Bippit

Jacob Wright has a diverse work experience in various industries. Jacob currently serves as the Director, Principal Partner Practice, and Financial Planner at Salt & Light Financial Services Limited, helping both business and individual clients achieve "financial freedom." Prior to this, they worked as a Financial Coach at Bippit. From 2019 to 2023, Jacob worked as an Independent Financial Planner, and before that, they gained experience as a Trainee Paraplanner/Financial Adviser at Landmark IFA Ltd. Jacob began their career as a Technical Care Adviser at Vodafone in 2017 and later worked as a Business Consultant and Associate Business Consultant at Vitality UK. Jacob also has retail experience, having served in various roles at Vodafone, including Assistant Store Manager and Retail Sales Assistant. Early in their career, they founded and served as CEO of Insect Frame UK and worked as a Barman at Stoke Rochford Hall. Jacob started their professional journey as a Retail Sales Assistant at Vodafone in 2010.

Jacob Wright's education history includes the following:

- From 2018 to the present, Jacob has studied at the Chartered Insurance Institute. However, no degree or field of study is specified.

- From 2009 to 2012, Jacob attended New College Stamford in Stamford, where they obtained a Bachelor's Degree in Graphic Design.

- From 2007 to 2009, Jacob studied at Grantham College in Grantham, earning a BTEC National Diploma in Graphic Design.

- From 2002 to 2007, Jacob attended Carres Grammar School in Sleaford, where they completed their high school education. Jacob'ssubjects of study included Physical Education, R.E, English, History, Geography, D & T, I.CT, Spanish, Science, and Maths.

In addition to their formal education, Jacob has also obtained various certifications:

- In May 2021, Jacob received the "Award in Long Term Care (CF8)" certification from the Chartered Insurance Institute.

- In October 2020, Jacob obtained the "Certificate in Equity Release (ER1)" certification from the Chartered Insurance Institute.

- In June 2019, Jacob achieved the "Level 4 Diploma in Regulated Financial Planning (DipPFS)" certification from the Chartered Insurance Institute.

- In September 2016, Jacob obtained the "CeMAP (Certificate in Mortgage and Practice)" certification from The London Institute of Banking & Finance.

- In May 2012, Jacob received a Bachelor of Arts Honors degree in Graphic Design from the University of Lincoln.

Links

Previous companies

Vodafone logo

Timeline

  • Financial Coach

    August, 2022 - present