Sue Barnes

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’m a Financial Planning Consultant based in Cornwall, with strong ties to Wiltshire and Hampshire. I hold a BA (Hons) in Business Enterprise and professional qualifications from the London Institute of Banking & Finance, including the DipFA, CeMAP, and CeRGI. With over 35 years’ experience as a customer-facing professional, I pride myself on being empathetic, approachable, and genuinely interested in my clients’ stories. I take the time to truly understand your unique goals and aspirations. Together, we can build a robust financial plan tailored specifically to your needs - one that helps you feel confident and excited about the future and focused on what matters most to you.

I have experience working with generational families, those needing specialist financial advice due to disability, business owners (from sole traders to limited company directors), farmers, and dedicated professionals. I work with clients to align and protect both their personal and business interests, generate and preserve wealth, and safeguard what matters most.

My approach is honest, people-focused, and grounded in expert coaching and advice. I’m here to understand what drives you, and to help you navigate the financial milestones of life - from education and career-building, through marriage and parenthood, to retirement and beyond. So you can nurture your dreams and achieve your financial goals.