Financial Planning Consultant CeMAP® in Bristol
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.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Bristol
South West
United Kingdom
Jyles is located in Bristol and offers expert financial advice to suit your needs.
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.
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.
Jye was well prepared and gave me excellent and well-founded advice.
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!
Jye was very helpful and provided me the relevant guidance. I found Jye very professional and approachable.
Very personable and professional
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.
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
Jye was knowledgeable, patient, understanding and professional. The meeting really help me navigate the complicated teacher pension options I face. Thank you
Friendly yet professional; non judgemental & happy to help. Gave me options and was realistic. Thanks for your time
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.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
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 01 August 2022.
