Sebastian McCallum

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.

Receiving financial advice should result in peace of mind, knowing that your financial goals are understood and a comprehensive plan is in place to meet these objectives. As your financial adviser, I am committed to being a constant presence in your life, ready to support and adapt to any changes in your circumstances.

My interest in financial advice began during my university years, driven by the desire to help people achieve their financial aspirations. Whether it's ensuring a comfortable retirement or supporting a child's education, I find this career both fulfilling and dynamic. After gaining valuable experience in a private client tax team, I decided to pursue my passion and qualified as a Financial Adviser. I am now ready to help clients achieve their financial goals, providing them with the peace of mind that their finances are in order and their plans are on track.

In my spare time, I enjoy staying active by playing amateur football, golf, and various other sports. I also have a passion for reading, with George Orwell's "Down and Out in Paris and London" being one of my favourites.