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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.

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There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

An adviser’s insight

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What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could 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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 11 June 2024.