Josh Hakki

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.

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.