Nevil Hope

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.

• Family and business protection - I support clients in understanding the key personal and business risks they could face, and offer solutions for those they do not want to rely on covering themselves.
• Retirement/business exit planning - I help clients review their plans, aims, goals, and timelines to determine how to achieve financial independence, and then maintain their savings in retirement through regular review and personal portfolio planning.
• Estate planning - I work with clients to assess any wills and trusts in place, life policies, health plans, and long-term care insurances, before reviewing and measuring them against the clients' survivor and distribution objectives.
• Auto enrolment - I help clients understand their obligations to deliver an effective, compliant, manageable, and understandable benefit to their employees while allowing them to focus on running their business.

The Financial Conduct Authority does not regulate auto-enrolment and exit planning.