Chris Barnes

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 originally come from an IT/Project Management background and have worked at Quilter Financial Advisers since 2015 in various departments. I am qualified as a financial planner, having achieved a Diploma for Financial Advisers (DipFA).

I like to dedicate my time and effort on understanding my clients’ personal needs, goals and objectives to ensure I deliver suitably tailored advice to them all. I take pride as a financial planner in helping people to make better decisions and live their life in the way they would like. I like to help and support my clients so that they can plan, protect, and enjoy their life to the full, safe in the knowledge they have my full support in financial matters.

Outside of work I’m a keen hockey player, umpire and coach for Newcastle Medics hockey club, plus I help with the running of the North East hockey league. I enjoy walks, a good book, computer and board games, music, sport (supporting Blackpool FC, Lancashire CC, Newcastle Falcons RU, ST Helens RL and the New York Jets), trains/engineering and history. I have a large range of interests as seen above and come from a family of primarily teachers and police officers.

I hold degrees in Computer Science, Maths, Business Management, Psychology and Politics. I also believe in helping those less fortunate and regularly raise money for different charitable organisations, including Trinity Hospice in Blackpool, MacMillan, Northumbria Blood Bikes and Scarborough Court near Newcastle.