Nicholas Allen

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 am a qualified financial planner and member of the Chartered Institute for Securities and Investment. I also hold a Law degree.

Outside of work, I remain active by playing cricket weekly for my local club and whenever time permits, visiting my father in France and helping him with the running and continued growth of our campsite – call it my own retirement planning! I have an outdoor passion to be more sustainable. Thus, in the next year, in addition to already having chickens and a vegetable garden, I will be expanding my efforts by cultivating mushrooms and having bees. I also love to read (constantly updating my Goodreads), and regularly going to the theatre - in spite of possessing zero artistic talent myself.