My-Linda Lorentsson

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.

My work centres on one simple question: How can I help you?

People reach out to me when their finances feel unclear — whether they have lots of moving parts and aren’t sure how they fit together, or they sense that something important might be missing. Pensions, investments, savings, budgeting, protection, tax allowances, business and personal finances… it can be hard to see how each piece connects. I help you step back and understand the whole picture, including how to structure things well for your family now - and for those who one day will inherit from you. Then we build a plan together that fits where you are now and where you want to go.

I’m a qualified financial planner with a Level 4 Diploma in Financial Planning (DipPFS), accredited through the Chartered Insurance Institute. What drives me is using my technical knowledge in a way that makes financial decisions clearer and more manageable for my clients.

Before moving into financial planning, I spent a decade in financial services - from corporate bonds to building and running my own business. That experience shaped my approach: staying calm, keeping things practical, and translating complexity into clarity so clients feel confident about their choices.

I support clients through every stage of life - from starting out and building financial foundations, to raising a family, preparing for retirement, and planning their legacy. I also work closely with business owners, helping align personal and business goals, structure income tax efficiently, protect the business, and plan for succession or exit.

Clients can expect a proactive and personal service. I work with clients both face to face, when practical, and remotely for convenience and flexibility.

Fun facts about me:

I started my early career in urban planning, which gave me an appreciation for how good structure and long-term planning shapes good outcomes. I’m also a qualified personal trainer and nutrition coach - training and nutrition are a real passion of mine. When I’m not working, you’ll usually find me in the gym, on a tennis court, or out on my motorbike.