Sean Dennis

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 hold a Master’s degree in Finance and Accounting from the University of Sheffield, alongside the CII Diploma in Regulated Financial Planning (Level 4). My work bridges traditional financial advice with the tools and mindset of a new generation of professionals - focused on transparency, technology, and measurable results. I help both business clients and individuals make smarter financial decisions across pensions, investments, protection, business continuity, and tax-efficient planning. My philosophy is simple: combine evidence-based strategy with personal clarity.

Using advanced cash flow modelling, I show clients the impact of their decisions over time - turning abstract financial goals into clear, visual roadmaps. For business owners, I provide integrated advice that aligns corporate and personal finances, ensuring that company structures, pensions, and investment strategies all work together efficiently. For individual clients, I take pride in offering straightforward, jargon-free guidance that helps people build and protect wealth with confidence. I’m passionate about investing and spend much of my time exploring quantitative strategies, using Python to build financial models and test ideas that challenge traditional market thinking. This data-driven curiosity shapes the way I approach client portfolios - always looking for innovative, risk-aware opportunities to enhance performance.

Outside of work, I’m an active person who enjoys Football, Basketball, Golf, and Chess - pursuits that reflect both my competitive edge and strategic mindset. Whether on the field or at the desk, I’m always thinking a few moves ahead. Ultimately, my goal is to redefine what modern financial advice looks like - blending professional rigour with technology, curiosity, and a genuine commitment to helping clients achieve financial freedom in a fast-changing world.