Jacob Wright

Financial Planner @Kingswood Group

Newark-On-Trent, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2026 — Present

Financial Planner @Kingswood Group

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EDUCATION

2007 — 2009

Grantham College, Grantham

BTEC National Diploma in Graphic Design, Graphic Design

2002 — 2007

Carres Grammar School, Sleaford

High School, Physical Education | R.E | English | History | Geography | D & T | I.CT | Spanish | Science | Maths

2009 — 2012

New College Stamford, Stamford

Bachelor’s Degree, Graphic Design

ABOUT JACOB WRIGHT

I’m a Crypto Wealth Planner, working with clients who hold digital assets alongside traditional investments, helping them turn volatility into structured, intentional wealth.Most people don’t lose in crypto because they picked the wrong asset.They lose because they had no plan.My role isn’t to sell hype or chase the next token. It’s to help you understand the financial truths others won’t tell you, so you can move with clarity while others react with emotion.If you want to turn crypto gains into real-world, lasting wealth, get in touch-Here’s how we work together:1. Life Planning (The “Why”)Before we talk returns, we define the endgame- What does “success” actually look like for you- What number is enough- What are you trying to build beyond the next bull run?Because if you don’t define this, the market will define it for you. Profits will only ever be a number on a page.2. Financial Planning (The “How”)I map your current position across- Crypto holdings- Traditional investments/pensions- Income, expenses, and future goalsThen I model where you are and we stress-test it together.What happens if BTC doubles? Or Altcoins drop 80%? You need liquidity unexpectedly?This is where guesswork turns into strategy and clients then have choice around their finances in advance.3. Financial Advice (The “What”)This is where we create structure around your wealth- Exit and profit-taking strategies- Rebalancing between crypto and traditional assets- Tax-aware planning (so you keep more of what you make)- Long-term wealth frameworks beyond the cycleAnd importantly, I help implement it, so you don’t have to navigate it alone.(PLEASE NOTE, CRYPTO IS NOT CURRENTLY REGULATED, SO ANY FINANCIAL ADVICE COULD ONLY BE GIVEN ON TRADITIONAL ASSETS AT THIS TIME)4. Ongoing Partnership (The “Peace of Mind”)Crypto moves fast and emotions move even faster. By working together I stay ahead of both.We plan forward, rather than looking back. Giving clients peace of mind that their finances are on track allows them to focus on the next enjoyable life goal.You can act with intention, not impulse-A bit about me:Helping clients with financial planning since 2015Background in counselling, so I understand behaviour, not just numbersHusband to Victoria, dad of threeChristian Into motorbikes, cars, music… and a proper handshake

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Jacob Wright — Financial Planner at Kingswood Group in Newark-On-Trent, GB | Unifers