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.
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Speak to me if you want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
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An adviser’s insight
Aim to maximise your cash savings
It might shock you to know that 28% of people hold their cash in interest-free savings accounts(1), receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.
This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit(2). So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.
If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.
1 Building Societies Association Sept 2024
2 The Lang Cat: Cash as an asset class survey June 2024
Cash on deposit advice is not regulated by the Financial Conduct Authority.
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.