Jacob Wright - Alexander House Financial Planning Ltd

Restricted - Whole of Market  1 The Leas Barkston, Grantham, Lincolnshire, NG32 2PD
First meeting at adviser's own cost
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buying first home
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Equity release
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
10/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
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.

Where to find us
Head office address: 1 The Leas Barkston, Grantham, Lincolnshire, NG32 2PD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 16th November 2020

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