Jason Murgatroyd
Financial Planning Consultant DipPFS Certs CII (MP & ER) in North Yorkshire
A little bit about Jason
Jason has been a dedicated professional in the Financial Services sector since the early 1990s, beginning his career with the Cooperative Insurance Society (CIS). During his 14-year tenure at CIS, he developed and managed a substantial client portfolio and was eventually promoted to Area Manager, overseeing a team of Financial Advisers.
Following his successful period at CIS, Jason continued his career as a Financial Adviser with several prominent UK financial institutions. He is highly regarded for his approachable demeanour and his commitment to supporting others. Jason firmly believes that investment is not solely financial; he emphasises the importance of investing time in one's own financial dreams, aspirations, and objectives to achieve financial freedom. His passion lies in guiding individuals to prioritise their personal and family goals, and he prides himself on being a supportive partner throughout their financial journey.
In his personal time, Jason enjoys travelling around the UK in his self-built campervan with his wife Wendy and their Border Collie, Reuben. He is also the proud father of two beautiful daughters.
Start the conversation
Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today
Tackle tax year end with confidence
Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities - equating to millions of pounds a year.1
In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.
I can go through your financial position with you, so you’re ready for tax year end on 5 April. Did you know, for instance, that only 1 in 7 savers fully use their ISA?2 Or that you could be one of the 2m couples3 who aren’t making the most of their marriage allowance?
Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review, or a cashflow modelling session to understand your financial position better.
For ISAs, Investors do not pay any personal tax on income or gains, but may pay unrecoverable tax on income from stocks and shares received by the ISA managers.
Tax treatment varies according to individual circumstances and is subject to change.
Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.
2 Source: https://ifamagazine.com/just-one-in-seven-brits-use-their-full-isa-allowance-survey-shows/
3 Source: https://moneyweek.com/personal-finance/605717/marriage-tax-allowance
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 17 December 2024.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
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.
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