Oliver Blackburn

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.

Since 2011 I have gained valuable director-level experience across the Financial Services and Public sectors, in which I have enjoyed helping businesses and clients to achieve their strategic objectives. I have a strong service mindset and experience of navigating uncertainty with confidence and robust solutions.

For me, financial planning is about crafting a set of solutions that prove to be an optimal match to your priorities. I take a calm and structured approach and focus on clear steps so that we have a mutual understanding of what step we are taking and why. Together we’ll get your finances in top shape, so that you can rest easy, feeling secure in your future. Naturally, the plan we agree upon will be dynamic, ensuring that it evolves as your circumstances change.

Outside of work I am a sports enthusiast, with a particular passion for golf. I support my golf club by serving as a Non-Executive Director on a voluntary basis and I enjoy the opportunity to play new courses. I value time spent with family and friends and I bring that same sense of loyalty and long-term commitment to the clients I work with.