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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 if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today

An adviser’s insight

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

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.