David Assor

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.

For 25 years, I worked for a number of actuarial consulting firms, including Aon, advising companies and occupational pension scheme trustees on all matters pertaining to their pension and employee benefit arrangements. My main roles was as a client relationship manager for a suite of clients in the financial services and utilities sectors, overseeing a team providing actuarial and pensions management support for defined benefit and defined contribution occupational pension arrangements. 

In 2019, I qualified as a financial adviser and worked for a number of smaller, independent firms before joining Quilter at the end of 2025. I particularly enjoy helping clients to identify their goals and working towards achieving them, as well as ensuring they can obtain peace of mind should anything untoward occur on their journey towards reaching their objectives.

Outside of work, I enjoy spending time with my extended family, as well as reading, eating out and going to the theatre, locally and in the West End. I also enjoy watching football, both on television and in person and I have passed on my support of Chelsea to my children, which they used to thank me for!