Cate MacLeod

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.

As a holistic Financial Planning Consultant, I am passionate about helping Individuals, families, and business owners create strong financial plans that are client and goal oriented, and easy to understand. This could include saving for retirement, navigating investments and the tax implications of these, and protecting you, your family, or your business against the unexpected. I will be there every step of the way to help you navigate these important decisions with confidence.

Outside of Financial Planning, I enjoy reconnecting with my creative side; mainly through painting. I also enjoy reading, travelling with my partner, family and friends, and experiencing good food. I currently live in the Greater Glasgow Area, but you’ll regularly find me visiting my homeland of the Outer Hebrides, as well as the beautiful countryside of mainland Scotland. I’m always happy to see more of this beautiful country and will travel throughout most of Scotland and the North to visit clients.