Josh Hakki

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.

At just 26 years old, I am proud to be part of a small group of young financial advisers in the UK, bringing a fresh perspective and long-term vision to the profession. I hold a Master’s degree in Finance from Nottingham Trent University and have built my career around a strong foundation of technical knowledge, forward-thinking strategy, and a commitment to truly understanding my clients' goals.

I provide holistic financial planning, offering guidance that spans the full financial journey - from starting out and building wealth, to protecting it and planning for retirement. Whether you're navigating your first investment, preparing for a major life change, or looking to secure your long-term future, I tailor my advice to suit your unique circumstances and ambitions. My mission is to simplify complex financial matters and empower my clients with confidence in every decision they make. I believe in building relationships that last, growing and adapting your financial plan as life evolves.