Jyles Allen
Financial Planning Consultant DipPFS, CeMAP® in Bristol
A little bit about Jyles
Committed to helping individuals and families achieve peace of mind by protecting and growing their assets. Whether it’s planning for retirement, safeguarding your loved ones, or navigating life’s uncertainties, my goal is to provide clear, tailored advice that reduces risks and supports your ambitions.
I’m dedicated to building lasting relationships, offering guidance you can trust, and empowering you to feel confident about your financial future.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today
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.
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.
Dental & Medical
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Certificate in Mortgage Advice and Practice - Level 3
- CeMAP is the benchmark qualification for individuals aspiring to become mortgage advisers. It gives the skills, knowledge and certifications to deliver mortgage advice and practice.
Location
Jyles 's location
Bristol
South West
United Kingdom
Jyles is located in Bristol and offers expert financial advice to suit your needs.
Testimonials
Alan
Jye presented his feedback very professionally. He explained my options clearly so that I now have a better understanding of my current situation and what I can potentially do in future.
Andy
Jye provided exactly what I needed in terms of advice. He was able to talk through my financial situation in terms of planning for retirement, which was beneficial. He was clearly knowledgeable and able to answer all my questions.
David
Jye was well prepared and gave me excellent and well-founded advice.
Gergana
I had such a lovely conversation with Jye, He explained me in details what I need to focus on in the future and I received from him some useful links in terms of private pension. It was lovely to meet you Jye, keep being helpful and positive to people!
Libby
Jye was very helpful and provided me the relevant guidance. I found Jye very professional and approachable.
Lindsey
Very personable and professional
Shaun
Jye helped me by clearly explaining every last detail of how everything would work to me and allow me to set up the perfect pension and financial plan in place to help me achieve the future I want.
Rebekah
Jye was fantastic in explaining the process of savings, ISA’s, investments and so much more. He assessed my financial situation, what my goals were with my money and then worked through suggestions of how to make the most of my savings. He explained concepts I didn’t understand and kept me updated throughout the whole process
Tim
Jye was knowledgeable, patient, understanding and professional. The meeting really help me navigate the complicated teacher pension options I face. Thank you
Vanessa
Friendly yet professional; non judgemental & happy to help. Gave me options and was realistic. Thanks for your time
More about me
For professionals, I focus on building strong financial foundations through smart investing. Whether you’re saving for a home, planning for a family, or looking to grow your wealth, I offer strategies to set you on the path to long-term success.
For families, I provide the reassurance that comes from protecting their income and loved ones. This includes arranging life insurance and income protection products that safeguard against life’s uncertainties.
I also help clients access private medical insurance, ensuring their health and well-being are prioritised. Planning for retirement is another key area of my work. I help individuals navigate their options to create a retirement plan that allows them to enjoy financial freedom and security in their later years.
My approach is simple: I listen, I understand, and I offer clear, practical advice. By focusing on what’s most important to you, I aim to provide solutions that give you confidence and control over your financial future.
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.