Patrick Norwood

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 previously worked in the investment and pension industries, at investment management firms, investment consultancies and a ratings agency. More recently I decided I wanted to help people individually with their finances so I retrained as a financial planner.

I realise that for some people financial planning can seem stressful and complicated, while other people may simply not have the time to look after their finances. I also know that financial planning isn’t ‘one size fits all’. My aim is to listen to you, understand your needs and build a long-term relationship based on trust and transparency. I want to help you achieve your financial goals as well as making sure you’re well prepared for any unexpected events that life may throw at you.

I live near Bicester with my wife and daughter. When I’m not working I like to go to the gym, run and ride my bike as well as spend time with my family.