Antonia Jackson

Spend wisely and save smartly

June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.

While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.

It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*

Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.

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

*Source: HMRC 

I have recently relocated back home to Mumbles, and I have moved into financial planning from education, as this career has the same underpinning principles. That is to enable people to make informed decisions to achieve their potential, in this case to reach their financial goals.

One of my hobbies and interests is health, longevity and general wellness. In my spare time I am often found walking my dogs on the local beaches, or keeping fit, including playing tennis, running, yoga, pilates and weight training. I am particularly interested in strength training for women.

In contrast to this I can often also be found in one of the many eateries that Mumbles has to offer. Not only does this support other local businesses, I feel the many cakes, coffees and ice creams I consume contribute to a balanced approach to wellbeing (that is my story and I am sticking to it!).

In addition to exercise and eating well I am passionate that achieving financial security is integral to general wellness and stress management. I'm committed to helping my clients identify and achieve their financial objectives. I work with them to create a personalised plan, supported by the best selection of products and services.