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Jason Murgatroyd

Financial Planning Consultant DipPFS Certs CII (MP & ER) in North Yorkshire

A little bit about Jason

I have been a dedicated professional in the financial services sector since the early 1990s, beginning my career with the Cooperative Insurance Society (CIS). During my 14-year tenure at CIS, I developed and managed a substantial client portfolio and was eventually promoted to area manager, overseeing a team of financial advisers.

Following my successful period at CIS, I continued my career as a financial adviser with several prominent UK financial institutions.

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

More about me

I am highly regarded for my approachable demeanour and my commitment to supporting others. I firmly believe that investment is not solely financial; I emphasise the importance of investing time in one's own financial dreams, aspirations, and objectives to achieve financial freedom. My passion lies in guiding individuals to prioritise their personal and family goals, and I pride myself on being a supportive partner throughout their financial journey.

In my personal time, I enjoy travelling around the UK in my self-built campervan with my wife Wendy and our border collie, Reuben. I am also the proud father of two beautiful daughters.

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 11 June 2024.