Alexander Axtell

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 am a Financial Advisor based in Southampton, drawing on over 10 years of experience within financial services. My focus is on guiding individuals, families, and businesses through key areas of financial planning, including retirement planning, investments and estate planning.

I believe in being open, honest, and approachable, offering clear advice so clients can feel fully informed and confident in their decisions. My approach is centred on genuine understanding and personal connection. I aim to create long lasting relationships built on trust, ensuring each client’s goals and aspirations are carefully considered.

My objective is to help people feel reassured in the present, prepared for the future, and confident that their financial interests are being supported. It’s about providing clear, steady guidance that leads to long-term security and well-being.

Away from the professional side, I appreciate a balanced life. I’m a keen follower of Formula 1 and football, and I enjoy gaming or playing golf to unwind. My golf game may not be ready for The Masters, but the challenge of improving shot by shot is a nice reminder that progress often comes one small step at a time.