Dion Peter Hura

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 am a highly dedicated and experienced financial professional with a deep-rooted passion for helping individuals and families achieve their financial goals. With over two decades in the professional services industry, my journey began on the fast-paced trading floors of Lehman Brothers and J.P. Morgan, where I gained invaluable exposure to global markets and developed a robust understanding of financial dynamics. Professional Credentials My academic foundation in finance was driven by a genuine desire to help others manage their wealth effectively. I hold a Diploma in Regulated Financial Planning, equipping me with an in-depth understanding of UK financial regulations, compliance, and strategic planning.

As a committed member of both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI), I uphold the highest standards of ethics and professionalism. These memberships reflect my dedication to continuous learning and best practice in the evolving financial landscape. My Approach Central to my approach is a strong client-focused philosophy. I prioritise getting to know each client’s unique values, goals, and concerns, which allows me to create financial strategies that are both tailored and purposeful.

To me, financial planning goes beyond figures and forecasts - it's about empowering individuals to take confident, informed steps toward a secure financial future with clarity and peace of mind. I prioritise building lasting, meaningful relationships founded on trust and open communication. From crafting tailored investment portfolios to strategizing for retirement and risk management, I collaborate closely with each client to develop practical, forward-thinking financial solutions that align with their goals.

Professional Development & Industry Engagement The financial landscape is dynamic and constantly evolving. To stay ahead, I actively participate in industry seminars, workshops, and training events. With a strong interest in sustainable finance, investment management, and UK tax legislation, I recognise their increasing significance to my clients. By keeping up with emerging trends and regulatory developments, I ensure that my guidance remains insightful, forward-thinking, and tailored to their needs. Personal Values & Interests Integrity and professionalism are at the heart of everything I do. I believe that honest, transparent financial advice fosters stronger relationships and drives better results. Equally, I am passionate about education—providing clients with the knowledge and confidence to actively engage in the financial decisions that shape their future.

Beyond my professional commitments, I prioritise a well-rounded work-life balance. I have a passion for continuous learning, always exploring new insights in personal development and finance. In my free time, I enjoy playing golf, staying active at the gym, and cherishing quality moments with my family.