Jay Jeffrey

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.

I hold a Level 4 Diploma for Financial Advisers. I have been a Financial Adviser for almost 10 years abroad and in the UK. With expertise in pensions, investment planning, mortgages and financial protection, I provide comprehensive financial guidance to my clients. I deliver tailored, actionable financial advice through a client-centric approach, ensuring each plan is uniquely suited to individual financial goals and circumstances. I deliver this through face-to-face meetings, working in partnership with my clients for medium- to long-term success.

I live with my partner, Sarah and we enjoy weekends away in the UK as well as further flung places abroad. I am into sport although as a spectator as I was not very good. I recently completed couch to 5k now starting to 5k to 10k and I complete around 5 charity bike rides a year.