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Financial Planning Made Simple

Empowering you to make smarter financial decisions for life.
Your goals. Our guidance. A partnership built to last.
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Plan Today. Prosper Tomorrow

Your future deserves careful planning, steady guidance, and a partner who understands your goals. Start today and build prosperity that lasts.
 
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Financial Confidence Starts Here

Mortgages, pensions, financial planning and Inheritance Tax — expertly simplified, with guidance you can rely on throughout your financial journey.
 
FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

Financial planning made simple, personal and transparent

Financial planning made simple, personal and transparent

Welcome to Jupiter Wealth Management

At Jupiter Wealth Management, we specialise in delivering tailored financial advice that supports the ambitions of individuals, families, and business owners. Our role is to help you plan ahead, protect your wealth, and grow your financial future with confidence.

From your first home to your retirement years, and every milestone in between, we provide guidance shaped around your unique goals and priorities.

We listen carefully, understand what matters most to you, and build a clear plan that feels both reassuring and achievable. Every recommendation is grounded in experience and designed to give you confidence in your next steps.

As long-term partners, we support you throughout your entire financial journey—offering clarity, structure, and ongoing advice as your life evolves.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

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TESTIMONIALS

What Our Clients Say

Review by a verified client in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I was looking at my pension

How has Geetika Sethi helped you?

Geetika is very hands on and supportive. We've reviewed my pension and options in access and Investment.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing Geetika has been exemplary.

Review by a verified client in Renfrewshire

What were the circumstances that caused you to initially look for an adviser?

Looking to combine several pensions

How has Geetika Sethi helped you?

She understood what I was looking to do and helped make the process easier

Have you seen the outcome you were hoping for?

I have

What could they have done better?

I feel I was offered excellent advice and guidance throughout

Review by a verified client in Berkshire

What were the circumstances that caused you to initially look for an adviser?

House move initially

How has Geetika Sethi helped you?

A remortgage. To help find us the most appropriate deal for our circumstances.

Have you seen the outcome you were hoping for?

Yes.

Review by a verified client in London

What were the circumstances that caused you to initially look for an adviser?

mortgatte renweals, insurances

How has Geetika Sethi helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I think they are spot on

First impression by a VouchedFor user

Please provide a brief comment about your experience with Geetika

Great service and support from Geetika. Geetika carefully explains processes involved and breaks down technical details and jargon so it could be better understood. Very patient, made me feel comfortable and relaxed as we worked through details of financial services. Geetika is always makes herself available to answer questions or queries whenever I make contact and the support is always great.

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