Jason Murgatroyd
Financial Planning Consultant DipPFS Certs CII (MP & ER) in North Yorkshire
A little bit about Jason
Jason has been a dedicated professional in the Financial Services sector since the early 1990s, beginning his career with the Cooperative Insurance Society (CIS). During his 14-year tenure at CIS, he developed and managed a substantial client portfolio and was eventually promoted to Area Manager, overseeing a team of Financial Advisers.
Following his successful period at CIS, Jason continued his career as a Financial Adviser with several prominent UK financial institutions. He is highly regarded for his approachable demeanour and his commitment to supporting others. Jason firmly believes that investment is not solely financial; he emphasises the importance of investing time in one's own financial dreams, aspirations, and objectives to achieve financial freedom. His passion lies in guiding individuals to prioritise their personal and family goals, and he prides himself on being a supportive partner throughout their financial journey.
In his personal time, Jason enjoys travelling around the UK in his self-built campervan with his wife Wendy and their Border Collie, Reuben. He is also the proud father of two beautiful daughters.
Start the conversation
Get in touch if you’d like to discuss the long-term benefits of including investing in your financial plans.
Contact me today
An adviser’s insight
When is the right time to invest?
There’s always a degree of uncertainty when it comes to investing, so it’s natural for some people to feel nervous about it.
When the news is reporting stock market volatility, it’s understandable that some people might feel more cautious about investing. But including investments in your long-term financial plan is a smart way to give your money the best chance to grow.
Keeping money in cash might feel like a safe option, and having some money easily available is a sensible decision. But too much cash could end up costing you more because of inflation’s ability to eat away at the value of your savings. For example, when £10,000 is invested it can grow by 78% over 30 years, but if it was kept in a current account its value could actually reduce by 59%*.
There are lots of options when it comes to investing, and I’m here to guide you through them. I can help you decide things like which risk level is right for you, what types of investments to use to maximise your tax efficiency, and how to create an investment plan tailored to your circumstances and goals. I can also show you how different investment approaches could impact your finances over the long term.
If you’re thinking about how investing today can help create the life you want in the future, let’s talk about how I can support and guide you through the process.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change
*Based on an annual average investment return of 5% and inflation at 3%.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.