Secure Your Family’s Future with Personalised Financial Planning — 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 personal protection, mortgage advice, investment planning, pension and retirement planning, business 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)
Take The Next Step
Speak to a financial adviser today and discover how we can help you secure your family’s future.
Estate planning is not regulated by the Financial Conduct Authority.
Why family financial planning matters
Your family’s future deserves careful planning. From saving for your child’s education to ensuring your wealth is passed on efficiently, taking action now can make a lasting difference. Our tailored solutions help you prepare for life’s milestones and protect what matters most.
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
Saving for children
Start early and give your child a strong financial foundation. Whether it’s a junior ISA, regular savings, or long-term investments, we’ll help you choose the right approach to grow your savings over time.
Education planning
Education costs can be significant. We’ll help you set up dedicated funds, explore tax-efficient strategies, and create an investment plan that ensures your child or grandchild’s future is secure.
Intergenerational wealth transfer
Passing wealth to the next generation requires careful planning. From gifting allowances to trusts and estate planning, we’ll guide you through strategies that protect your assets and minimise tax liabilities.
Why choose us?
- Expert advice tailored to your family’s goals
- Tax-efficient strategies to maximise your wealth
- Peace of mind knowing your plans are in place