Liam Smith

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 help individuals and families make confident financial decisions by creating clear, tailored plans designed around their goals. Whether it’s planning for retirement, investing for growth, or protecting what matters most, my focus is on delivering advice that is practical, transparent, and effective. I hold the Diploma for Financial Advisers (DipFA) qualification and have also passed Level I of the Chartered Financial Analyst (CFA) Program - a globally recognised qualification in investment analysis and portfolio management. This gives me a strong foundation in both financial advice and investment principles. I chose to work with Quilter Financial Advisers because their scale, research expertise, and robust governance mean I can dedicate more of my time to what really matters - understanding my clients and helping them achieve long-term success.