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Biography

I am a Financial Advisor based in the Manchester office and working with clients all across the North West.

Originally from Australia, I emigrated to the UK in 2017 and am a fully qualified Financial Planner in both countries. My past experience has allowed me to work with clients from a wide range of backgrounds, including working with high-net-worth individuals, charities, and trusts. I have also developed expertise in providing financial advice to the recipients of personal injury settlements, working alongside Deputies, professional trustees and claimants' families.

I'm a strong advocate for a holistic, lifetime financial planning approach that considers all areas of your financial circumstances when helping you reach your goals and objectives. This centres around detailed cash flow modelling that can give a high level of clarity and guidance on the way in which the financial decisions you make now can significantly impact your future.

I help you use your money as a tool to live the life you want.

Read My Comments On The Latest News

20/05/2021
New Survey Finds Savers Favouring Prudency Over Spending

“Of some concern is the survey’s suggestion that most people who had made extra savings during the pandemic planned to keep the extra cash sitting in the bank. “There’s been much talk about inflation in recent days, and with interest rates on most high street bank accounts close to zero there is a real chance that these extra savings could slowly be eaten away by inflation over the years. “Particularly for those looking to increase their wealth in order to fund retirement or care in later life, it’s vital that this money grows in excess of, or at the very least in line with, inflation. Otherwise, savers aren’t going to be rewarded in the future for putting away more of their hard-earned cash.”
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08/02/2021
Men More Likely To Plan And Invest For Retirement Than Women, New Survey Shows

“The survey showed a definite divide between older men and women on attitudes towards saving – some of which can be harmful as they approach retirement age. “There has always been a secretive culture around investing that many think means it’s inaccessible to them – once you pair this with the societal and cultural divide between men and women when it comes to finances; women unfortunately lag behind, usually due to lack of confidence or understanding. “Investing is easier than ever to get started in these days thanks to the wealth of websites and apps that can help manage your portfolio. Some universal advice for both men and woman is that it’s always beneficial to speak to a financial adviser as well if you don’t know where to start. “It’s also concerning to see so few women choosing to put more funds into their pensions, which will directly benefit their later life planning and essentially automate it for them. The pensions gender gap is well-known at this point, so it’s clear there’s more work to be done in educating on the benefits of opening up a personal pension or contributing to your existing work one. “Pension planning for women is especially important as they tend to live longer than men, so it’s well worth speaking to an advisor to see if your pension is looking up to scratch for later life.”
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30/11/2020
Married Couples And Those With Children More Likely To Have Planned For Retirement Than Single People, New Survey Finds

“Our survey results are a stark indicator of how much of a taboo subject money actually is – and suggests that people are putting off financial planning until major events in their life. But these people could be missing out on maximising their current situation and making their money work harder for them. “When you’re married with kids and dealing with all of those money issues, you’re forced to have conversations around money and to think about how you’re going to manage things in the future – but without those natural prompts, the evidence suggests that people aren’t thinking about financial planning. “If you aren’t in a long-term relationship, it can feel very difficult to find someone who you trust enough to actually have a frank and open discussion about money with. That’s a perfect area to bring a professional in, because not being married or having kids doesn’t mean that planning for your financial future is any less important. “There’s a mental health aspect to it as well: we’re always being told how important it is to plan ahead, but it can be easier to ignore it if you feel overwhelmed by the enormity of the task – especially if there’s nobody to share the planning with. “Everybody’s relationship with money is different, but everyone should feel able to discuss it with someone without judgment. Biting the bullet and speaking to a finance expert about subjects such as investing, retirement planning and savings advice can bring massive peace of mind going forward.”
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23/11/2020
A Fifth Of Over 55s Have No Retirement Plans In Place, New Research Finds

“It’s good to see a sizeable percentage of over 55s taking some financial advice for retirement planning – but the fact we’re seeing 38% of them not knowing how much income they need to retire on is very concerning. “Many people think that financial planning doesn’t apply to them because they’re not wealthy enough to justify it, but a financial plan is about more than just what to do with your cash in the bank. Cashflow planning, for example, is vital to help understand the type of lifestyle people can afford in retirement, while still aiming to have money left over in later life. “The second point is that financial planning is becoming more accessible than ever, particularly as the pandemic has forced the industry to innovate. Whether it’s a virtual assessment, looking for advice on a specific area of your finances or starting up an investment portfolio for the first time, financial planning is no longer just for the wealthy. “Planning for retirement is one of the biggest investments you can make for yourself and your loved ones, and a pandemic is certainly an event that puts these things into perspective. Our advice is not to delay.”
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Jason Mountford

Biography

Read My Comments On The Latest News

New Survey Finds Savers Favouring Prudency Over Spending

Men More Likely To Plan And Invest For Retirement Than Women, New Survey Shows

Married Couples And Those With Children More Likely To Have Planned For Retirement Than Single People, New Survey Finds

A Fifth Of Over 55s Have No Retirement Plans In Place, New Research Finds

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Jason Mountford

Biography

Read My Comments On The Latest News

New Survey Finds Savers Favouring Prudency Over Spending

Men More Likely To Plan And Invest For Retirement Than Women, New Survey Shows

Married Couples And Those With Children More Likely To Have Planned For Retirement Than Single People, New Survey Finds

A Fifth Of Over 55s Have No Retirement Plans In Place, New Research Finds

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