Michael Boakye - Yiadom

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.

After earning a 2:1 degree in Finance and Economics from Bournemouth University, I began my journey in financial services and am now a proud member of the Personal Finance Society, holding the Level 4 Diploma in Regulated Financial Planning.

My approach centres on providing clear, dependable advice that helps clients make confident decisions about their financial futures. I create bespoke plans designed to be both practical and tax-efficient, ensuring they align with each client’s long-term goals.

When I’m not working with clients, you’ll often find me playing sport, spending time outdoors—especially in the garden—or planning my next trip abroad with a good playlist in the background.