Andy McGrath

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.

Whether you are planning for retirement, looking to build your wealth, or simply want to protect your family’s future, I provide personalised support and strategies to suit your specific circumstances. I am committed to making the process as simple as possible, ensuring that you have the knowledge you need to achieve your goals.

In my free time, I am a keen cook and enjoy trying new recipes. I value spending quality time with my family and taking long walks with my cocker spaniel. I am also an avid snowboarder and golfer and enjoy most forms of motorsport.