Expert Financial Advice - start with a free initial consultation call
Personalised financial planning that’s designed to be clear, convenient, and focused on your goals.
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
Financial Adviser at 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)
Some things in life are too important to DIY — your financial future is one of them.
Why seek advice? Because it gives you clarity, confidence, and the reassurance that your money is being looked after properly.
Could you do it alone? Maybe. But between tax rules, investment choices, and constant changes, staying on top of everything is practically a full‑time job.
Is it worth it? Absolutely. People who work with a financial adviser usually end up in a stronger position — not just financially, but emotionally too. The potential value of financial advice comes from multiple areas including tax efficiency, retirement planning, investment discipline, and ongoing support.
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 scattered pensions ?
Do you know what you are paying towards pension charges ?
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.