Aimee Hall

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.

Prior to becoming a financial adviser, I worked within the NHS, schools and charities. I even completed a bachelor’s degree to become a SEND teacher. Helping is a passion of mine and is part of the reason I choose to become a financial adviser and achieve my Diploma and FCA authorisation. It is my focus to make personal and business finances feel less overwhelming, offering my clients a passionate, friendly, down-to-earth approach to understanding finances and planning for the future.

After losing my Dad unexpectedly I witnessed first-hand how vital it is to get good advice – so I am here to make sure others feel supported, comfortable and prepared. When I am not working, I am walking my dogs Salt and Pepper, playing video games, watching rugby, volunteering as a school governor or with the dog rescue Pro Dogs Direct.