Protect Your Family's Future with Affordable Life Insurance — 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)
Ready to explore your options?
Speak to an adviser today to start building your protection plan.
Estate planning is not regulated by the Financial Conduct Authority.
Why protection matters
Life is unpredictable - but your financial security doesn’t have to be. Protecting what matters most means having plans in place to safeguard your family, your wealth, and your legacy. A financial adviser can help you identify risks and create a strategy that gives you peace of mind.
What does protection involve?
Protection isn’t just about insurance - it’s about planning for life’s uncertainties and ensuring your loved ones are cared for. Key areas include:
- Income protection - Cover for unexpected illness or injury
- Life and critical illness cover - Financial security for your family if the worst happens
- Estate planning - Making sure your assets go to the right people in the most tax-efficient way
- Safeguarding wealth - Strategies to protect and grow your assets over time
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
Estate planning and safeguarding wealth
Your wealth represents years of hard work so don’t leave its future to chance. Estate planning ensures your wishes are carried out and your family benefits fully.
Safeguarding wealth means building resilience against market changes and inflation, while planning for future generations.
How an adviser can help
A financial adviser can:
- Review your protection needs and identify gaps
- Create a tailored plan for estate planning and wealth protection
- Keep your strategy up to date as life and legislation change