Tony Hann

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 learned from personal experience that planning for the future is not always easy. It often calls for the guiding hand of someone you trust, someone who’s taken the time to get to know you and understands your financial goals.  Equally importantly, someone who comes at the issues you’re facing from your side of the table.

Each of my clients has their own unique story and I make it a priority to find out what drives them - their values, ambitions and objectives. With a long-term approach, I will work alongside you as a reliable partner, always there with the advice and support you need.

Making significant financial decisions can be challenging alone - you can never be fully sure what you may have missed. Objective, expert guidance from someone who fully understands all the issues from the inside can be a vital confidence builder at these times. That is where I come in - clarifying and making sense of your finances, putting in place investment plans for the future and crucially, tracking progress to make sure they deliver results.

I have been working in financial services, nationally and internationally, for over 30 years, primarily in investments and enjoy drawing on that experience to guide, support and educate my clients.

Outside of work, I am a governor at a local primary school and I help out with a charity, The Theatre Shed.  If time allows, I can be found pottering in the garden, walking in the countryside with Finn, my springer spaniel or taking trips in my 1960’s classic car – on those occasions it starts!