Jonathan Gabor

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.

Before becoming a financial adviser, I spent ten years working in commercial property, helping companies find the right office space to support their growth and ambitions. That experience taught me the importance of strategy, practical planning, and understanding individual needs, skills I now bring to my work with clients.

As a financial adviser with Quilter, I focus on helping people make informed decisions about their finances in a way that’s clear and achievable. I work with clients to understand their current situation, clarify what matters most to them, and develop practical plans that help them feel confident about the future. Whether it’s planning for retirement, managing property or business wealth, protecting your family, or preparing for life’s unexpected events, my aim is always to make the process straightforward and tailored to you.

I aim to be approachable and attentive, taking the time to listen and understand what matters most to each client. I explain financial concepts in easy to understand terms and focus on solutions that genuinely fit your life and goals, ensuring that advice feels practical, realistic, and meaningful.

Outside of work, I’m a father of three boys, an avid football fan, and over the past year I’ve discovered a real passion for padel. I enjoy spending quality time with my family and engaging in activities that challenge me and keep me active. I bring the same energy and focus to my work, helping clients feel confident, informed, and supported in shaping a financial future that’s right for them.