Take Control of Your Retirement — starting with a free initial consultation call
Your goals, our expertise. A smarter path to financial freedom. Trusted guidance for every stage of your financial journey —no pressure, no obligation.
What You’ll Get from Your Free Initial Consultation
Our services cover a broad range of financial planning areas, including mortgage advice, investment planning, pension and retirement planning, protection planning, and tax-efficient strategies. Whether you're buying your first home, preparing for retirement, or safeguarding your family's future, we tailor our advice to suit your goals.
Tax treatment varies according to individual circumstances and is subject to change
Meet Your Adviser
Geetika Sethi
DiPCii, PCIAM, MBA
"I believe the best financial advice is simple, personal, and built for real life—not spreadsheets"
Part of Quilter Financial Planning Network
Why Jupiter Wealth Management ?
Quilter Head office
Senator House, 85 Queen Victoria Street, London, EC4V 4AB
Contact us
Email: support@jupiterwm.co.uk
Phone: 0208 432 3311
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Jupiter Wealth Management Ltd is an appointed representative of Quilter Financial Services Limited which are authorised and regulated by the Financial Conduct Authority
Jupiter Wealth Management is registered in England and Wales. Company Number 16078402 Registered Address : 51 Hillside Road, Northwood, HA6 1PZ
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
Approver Quilter Financial Services Limited December 2025
Quilter Financial Planning are in turn part of Quilter PLC which is one of the UK’s leading wealth managers.
Quilter PLC is a leading provider of financial advice, investments and wealth management, helping to create brighter financial futures for every generation. They manage over £134.8bn* of assets, supporting their advisers and their clients as their financial requirements evolve throughout their lives.
Quilter plc is Listed on the London and Johannesburg stock exchanges, featuring in the FTSE250 index of leading companies.
*As at 30 September 2025
Director & Financial Adviser, Jupiter Wealth Management
If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Quilter, SUNDERLAND, SR43 4JR
Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626
You can find more information by visiting the Quilter Financial Planning website:
http://www.quilterfinancialplanning.co.uk/contacts/
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)
Why act now?
The earlier you plan, the more options you have. Acting before the end of the tax year can help you:
Reduce your tax bill
Boost your retirement savings
Prepare for future changes in rules and allowances
Next steps
Speak to a financial adviser today to:
Review your retirement goals
Identify opportunities to maximise your savings
Create a plan that works for you
The smart approach to retirement
Why retirement planning matters
Your retirement could last 20 or 30 years. The choices you make now will shape your financial security and lifestyle later. Regular reviews ensure your pension remains on track.
Start by asking yourself these key questions
- Will your current savings provide the income you need?
- Are you making the most of pension allowances and tax relief?
- Do you have a plan for unexpected costs or changes in circumstances?
Opportunities for you to consider
- 1. Maximise your pension contributions – Benefit from tax relief and grow your retirement pot.
- 2. Use your allowances – ISA allowances can’t be carried forward.
- 3. Review your investment strategy – Ensure your portfolio matches your retirement goals.
- 4. Plan for flexibility – Understand options like drawdown and annuities.
Important: This information is for guidance only and does not constitute financial advice. Please speak to your adviser for personalised recommendations.
Tax treatment varies according to individual circumstances and is subject to change. The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested. Inheritance tax planning & tax planning are not regulated by the Financial Conduct Authority