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Jyles Allen

Financial Planning Consultant 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.

Find out more about me below.

Start the conversation

Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today

An adviser’s insight

Graphic of a man relaxing on the beach next to a pile of coins

Spend wisely and save smartly

June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.

While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.

It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*

Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.

Click on the contact me today button at the top of my profile to discuss how I can help you.

*Source: HMRC 

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.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

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.

3. On going check-ins, on your terms

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.