William Theobald

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 2.1 degree in Economics, am a member of the Chartered Institute of Taxation, and have a Diploma in Regulated Financial Planning from the Chartered Insurance Institute. Numbers have always been my strength, but it’s the people behind them who matter most. Applying the principles I’ve developed throughout my career, I help clients achieve financial security, independence, and peace of mind - with advice that’s clear, personal, and built to last.

My approach is simple: I only recommend solutions I’d feel confident offering to my own family. I’m committed to building long-term relationships, grounded in trust, transparency, and genuine care. The financial strategies I provide are tailored to your individual goals, helping you live the life you envision with clarity today and confidence for the future.

In a world where financial literacy is low and social media is full of noise, I’m passionate about guiding people through complex decisions with clarity and care. My aim is to help you make informed choices that reflect your values and life’s purpose. While I’m paid for my services, my motivation comes from a genuine love for this work. Financial planning, for me, is about making a meaningful impact - helping people live fully today while building a secure tomorrow.

I live in South London with my wife, and we’re lucky to have two wonderful children, plus nieces and nephews who keep family life lively. When I’m not running around after my two children, I enjoy travelling, spending time with family and friends, and the occasional trip to the gym. Life’s busy, but full and I know how important that balance is for my clients too.