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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’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

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.