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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Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
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An adviser’s insight
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. May 2025.
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.