Daniel Birtles

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.

Background: I have worked within the financial services industry for over 20 years, I originally started off within the insurance industry and then moved on to work within the banking sector. I have worked for two of the biggest banks within the UK, I have always wanted to be in a position where I can work for myself. I like the idea of having flexibility within my working week, and I know that through hard work and dedication I can make a successful business that will support me and my family for years to come.

Study: I have always wanted to educate myself to a very high standard, it’s important for me to have a high degree of knowledge, because I know my clients will see the benefits of working with an advisor that has taken the additional steps to have the increased knowledge and expertise.

Social: I enjoy spending time with my partner Sam and my cat Molly. I enjoy playing golf and I'm looking at reducing my handicap, so that I can potentially take my game overseas and experience some of the fantastic golf courses available within Europe. I have practised martial arts for a long time and gained black belt status, this type of training helps me stay fit and helps me focus my mind. I enjoy dining out, and as I'm getting older I'm preferring to go for a nice meal rather than spending time on the dance floor.

Aspirations: My goals are to manage a portfolio of my own clients, to build up healthy working relationships where I can utilise my experience and knowledge to help people with their financial plans. My Portfolio of clients is increasing all the time which is enabling me the opportunities to put into practise all of my years of study. I feel confident that I can help people with their financial planning, which includes things like trust and tax planning, pension and investment advice and having the right protection policies in place. I work in association with a fantastic company ‘Quilter’, utilising their experience and professionalism puts me in a great position and fills me with confidence when I'm in front of my clients.