Anu Jagota

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. April 2026.

Throughout my career, I’ve built a wealth of knowledge, not just from financial services but from diverse roles in banking, change management, and leadership within private equity-backed education businesses. These experiences have shaped my understanding of people, systems, and the importance of clarity when making life’s big financial decisions. I work with individuals and families to help them make their money work harder - maximising tax efficiencies, exploring investment opportunities, and preparing for life’s unexpected events. Whether you're planning for retirement, managing a life transition, or just seeking smarter ways to use your money, I take a holistic, tailored approach that’s always focused on you and your unique goals.

Outside of work, I’m a proud mum of two daughters and recently promoted to grandmother - my new favourite title! Life is busy and full of twists, so I enjoy hiking with my dog, Petal, experimenting in the kitchen, and planning my next travel adventure. I believe in living life to the fullest, and I bring that same approach to my work - helping you create a financial plan that supports your lifestyle and gives you the confidence to enjoy the journey ahead.

If you’re looking for thoughtful, clear, and personal financial advice, I’d love to chat. Let’s work together to create a financial plan that reflects your goals and gives you the confidence to navigate the future with ease.