Matthew Byrne

Enjoy the feel-good factor of a financial spring clean

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

I take pride in helping my clients understand their options and putting them in an informed position to make the best decisions. I provide a holistic planning service, reviewing your needs and goals for your pensions and retirement planning, investment and wealth management, as well as protection and estate planning. I will take the time to fully understand your circumstances and needs, and get a real feeling of what is important to you in order to provide the best, personalised advice for you.

Before becoming a financial planner I worked in technology for over 10 years within the Financial Services Industry. I’m originally from Skipton in North Yorkshire. My career brought me to Edinburgh in 2018 and I’ve been settled here ever since. I travel back home regularly and work with clients in North Yorkshire as well as Edinburgh and the surrounding areas. The thing that brings me most joy in my work is helping people, and that’s why I love my role as a Financial Planning Consultant. My work gives me the opportunity to make a real difference in people’s lives and help my clients achieve goals they didn’t think were possible.

Outside of work I enjoy staying active through playing football, running, and going to the gym. I have a love for sports in general and will watch anyone chase a ball of any shape around a field! I have a passion for cars and enjoy road trips with my partner exploring the remote parts of Scotland. I‘m also partial to a bit of fine dining, and love planning city breaks in Europe.