Our People

At Courtiers

Jay joined Courtiers in 2024 as a Private Client Adviser, based in the Henley office. He brings with him a passion for helping clients achieve their financial goals through tailored advice and long-term planning. He believes that “Your financial health is just as important as your physical and mental wellbeing.”— a principle that underpins his approach to client care and effective financial planning.

Background / Experience

Before joining Courtiers, Jay gained valuable experience at a leading UK wealth management firm, where he supported a diverse range of clients with complex financial needs. He also held roles within major retail banks, developing a strong understanding of personal finance, investment planning and client service. He holds a BSc in Computer Science, which has given him a strong analytical foundation and a structured approach to problem-solving — skills he now applies to financial planning. He is qualified and currently working towards Chartered and Fellowship status.

Outside Work

Jay is married and has a strong passion for sport, particularly cricket. He is dedicated to fitness and health, and enjoys bodybuilding and regular training in his spare time. This commitment to discipline and continuous improvement mirrors the focus he brings to his professional role.