Fasil Khan

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.

Guiding you toward financial security and success with decades of experience spanning finance, entrepreneurship, and business development, I’m passionate about helping people take control of their financial future. I’ve spent my career guiding clients and business owners in building wealth through multiple avenues, whether it’s starting and growing businesses, creating smart investment strategies, or generating additional income streams to achieve long-term security and financial independence.

I bring the same energy, drive, and passion to financial advice and helping others as I did in my previous roles. I take the time to understand what truly matters to you, so I can create personalised, practical strategies that align with your goals today while preparing for the ambitions of tomorrow. From wealth management and retirement planning to business and personal protection, I offer holistic advice that balances growth, risk, and security.

I hold the Chartered Insurance Institute Diploma in Regulated Financial Planning (DipPFS) and am a member of the Chartered Insurance Institute (CII), ensuring all recommendations are grounded in professional expertise, integrity, and care. My focus is on building long-term relationships, empowering clients to make confident financial decisions, and supporting them through every stage of their journey.

Outside of work, I enjoy spending time with family, staying active, and hosting networking events that bring like-minded people together to share ideas, experiences, and inspiration. I take pride in creating spaces where meaningful connections form and friendships flourish, extending the same care and support I provide in financial planning to the broader community. Financial planning, for me, isn’t just a profession, it’s a way to help you live confidently today, grow your wealth, and secure the future you deserve.