Jeevan Matharu

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.

As a qualified financial adviser, I’ve supported countless clients in building confident, secure retirements by focusing on clarity, long-term thinking, and disciplined strategy. My approach to finance is simple but powerful: we reverse engineer the end goal. Instead of starting with products or assumptions, the first question is always “Where do you want to get to?” From there, every financial decision becomes intentional, aligned, and measurable.

Beyond financial planning, my passion for helping people think differently led me into writing, podcasting, and coaching. I’m the author of three books focused on mindset, personal development, and daily self-reflection — tools designed to help people take ownership of their decisions and direction. I also host a podcast that explores mindset, strategy, psychology, and personal growth, sharing practical insights that listeners can apply immediately to their own lives and businesses.

Whether through financial planning, self-help writing, podcast conversations, or one-to-one coaching, the mission is always the same: to give people clarity, confidence, and control over their future. Money, mindset, and strategy are not separate worlds — they are interconnected levers. When aligned properly, they allow individuals to move forward with purpose rather than pressure.

Outside of work, I practise judo, enjoy hiking and scrambling, and share life with my two boxer dogs — pursuits that reflect the same values I bring to my professional life: discipline, resilience, and steady progress over time.

Everything I do is built around one question: Where do you want to get to — and what’s the smartest way to get you there?