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Jay Jeffrey

Financial Planning Consultant, DipFA, CeMap in South Woodham Ferrers

A little bit about Jay

I'm Jay, a financial adviser based in South Woodham Ferrers, Essex. I thrive on building strong client relationships and take pride in delivering tailored financial strategies, with a special focus on retirement planning. It's incredibly rewarding to help clients secure their financial futures and achieve their life goals.  

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

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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.

General Insurance

Home contents insurance, buildings insurance.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Diploma for Financial Advisers

  • The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.

Jay's location

South Woodham Ferrers  
Essex
United Kingdom

Larry is located in South Woodham Ferrers and offers expert financial advice to suit your needs.

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.

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 28 March 2025.