Jay Jeffrey

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.

I hold a Level 4 Diploma for Financial Advisers. I have been a Financial Adviser for almost 10 years abroad and in the UK. With expertise in pensions, investment planning, mortgages and financial protection, I provide comprehensive financial guidance to my clients. I deliver tailored, actionable financial advice through a client-centric approach, ensuring each plan is uniquely suited to individual financial goals and circumstances. I deliver this through face-to-face meetings, working in partnership with my clients for medium- to long-term success.

I live with my partner, Sarah and we enjoy weekends away in the UK as well as further flung places abroad. I am into sport although as a spectator as I was not very good. I recently completed couch to 5k now starting to 5k to 10k and I complete around 5 charity bike rides a year.