James Turner Pines

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

Since I began in wealth management, I’ve been passionate about helping people navigate their finances with confidence. My degree in economics sparked my interest in breaking down financial topics and making things clear and approachable for others - something I’ve carried with me as an adviser. I’m committed to ongoing learning. Achieving my Diploma has given me the tools and knowledge I need to offer bespoke, up-to-date advice, whether I’m working with families planning for the future, entrepreneurs growing their businesses, or anyone simply looking for financial peace of mind. My main aim is to build relationships based on trust, honesty and straightforward communication.

Outside of work I stay active; I’m often either at the gym or out playing sports. Taking on my first half-marathon in 2025 to raise money for Spread Your Wings UK was a real highlight for me. I enjoy giving back when I can - whether it’s helping locally or supporting people in making smart choices that last. If you’re curious about my approach, what drives me, or how I might be able to help you with your financial goals, I’m always happy to chat.