Jacob Wright - Alexander House Financial Planning Ltd

Restricted - Whole of Market  1 The Leas Barkston, Grantham, Lincolnshire, NG32 2PD
check
FCA authorised
Last authorised 14th June 2021
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buying first home
check
Equity release
check
Next home / Remortgaging
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Meet our advisers
Mr Jacob Wright
Financial Adviser
About us

Before moving into the financial services industry Jacob ran his own business for 2 years, before selling it on and using the proceeds to start family life. He has been in the financial services industry where he started working for a life insurance provider, helping professional advisers protect their clients and learnt quickly that he wanted to be the one giving the advice as he really felt his calling was to help clients directly. From there on he moved into advising on mortgages, working for a major high street estate agent where he gained a vast amount of experience. He then moved into a holistic financial planning role with Landmark IFA, working initially as an adviser aide before moving full time into financial planning. He left Landmark IFA in August 2020 and joined Alexander House Financial Planning. Jacob’s main focus is to help clients with their financial planning, their goals, and objectives in life. Whether that is ensuring you can retire on time, save for school fees or anything else, his job is to make things simple, come up with a plan, put that plan into action and ensure it stays on track and ultimately deliver for his clients.

Our services

Today, with Alexander House Jacob enjoys the support and backup of a FTSE250 business called Quilter which ensures Advance quality is always maximised. Meanwhile he offers clients the choice between a traditional face-to-face meeting or a ‘virtual’ Teams/Zoom meeting while always ensuring clients are updated on progress throughout the advice process and performance of their portfolios there onwards.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£1,000,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

1 The Leas Barkston, Grantham, Lincolnshire, NG32 2PD

Similar advisers near you

Independent Financial Adviser 10.34 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Restricted - whole of market 10.61 mi
We provide a wide range of professional financial advice and mortgage services to meet your individual needs. We offer our clients the very best level of service by tailoring all of our packages to our client's specific needs.
 
Restricted - whole of market 11.52 mi
Trusted, experienced, friendly. VouchedFor Top Rated Adviser & Pension Transfer Specialist (including Final Salary schemes). Face-to-face and online meetings. My clients enjoy financial clarity, retire with confidence, save time and pay less tax.
 
Independent Financial Adviser 12.65 mi
We listen, you prosper.