Financial Planning Consultant in Horbury
I am a Financial Planning Consultant with Quilter Financial Advisers, supporting individuals and families in building clear, structured financial plans. My focus is on helping clients organise their finances, plan for retirement, and make effective use of investments and tax-efficient savings. I believe financial planning should be straightforward, practical and aligned with each client’s personal goals and long-term ambitions.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Horbury
Wakefield
United Kingdom
Eoin is located in Horbury and offers expert financial advice to suit your needs.
I am a Financial Planning Consultant with Quilter Financial Advisers, supporting individuals and families in building long-term financial security through structured financial planning.
My role is to help clients organise their finances, understand their options and make informed decisions about their future. This typically includes areas such as retirement planning, investments, protection and tax-efficient savings strategies.
I believe financial planning should be clear, practical and aligned with each client’s personal goals. My approach focuses on building long-term relationships and providing ongoing guidance as circumstances change over time.
Alongside my career in financial planning I have a background in competitive sport, playing rugby league at a semi-professional level. This has helped shape my approach to discipline, teamwork, and long-term thinking, which I apply when helping clients plan for their financial future.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 07 August 2026.
