Sue Howlett

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’ve spent years helping business owners with their financial and operational goals, so it felt natural to expand into personal financial planning too. My focus is on building trusting, long-term relationships, always aiming for the best outcomes for you.

Through holistic planning I take a look at all aspects of your finances and the effect that will have on your life, not just for now but in the future. Being prepared is key to achieving your hope and dreams, and then protecting it for life's unexpected challenges.

I call a lovely smallholding in South Wales home, where I live with my husband, our sheep, horse, chickens, and a very lively border collie. Originally from Surrey, where I still have family and friends, I’m happy to work with clients in different areas, including South Wales, Herefordshire and Surrey.