Nauman Shafiq

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.

I chose this job because nothing makes me happier than helping people achieve their goals. I worked in insurance for eight years, where I learned all about risk and why it's crucial to plan for the unexpected. I started this job talking directly to customers and later worked on analysing risks behind the scenes. This taught me to be careful, to explain things clearly, and to always do what is best for my client. This is the most important rule in my work.

I am qualified to advise on pensions, investments, and financial protection, and I always keep my knowledge fresh. My way of working is simple and based on three promises:

1. Clarity: I will explain everything in simple terms, without confusing jargon.
2. Teamwork: We will build your financial plan together, based on what you and your family want for the future.
3. Trust: I aim to be your financial adviser for life, helping you through all of life's big changes.

In my own life, I've faced challenges that taught me the power of resilience, planning, and a positive attitude. I've learned that focusing on solutions is how you make dreams come true. This has made me a supportive person, and I aim to be someone you can always trust and feel comfortable talking to. Outside of work, I love kickboxing for its discipline and playing badminton with my family. These hobbies keep me balanced.

An interesting fact to end with is that I can complete a Rubiks Cube in under 2 minutes.