Steven Sylvester-Ajudua

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.

With over a decade of experience, I believe each client’s journey is unique. I’m committed to delivering tailored advice grounded in genuine care, expertise, and forward-thinking solutions. I’ve built a reputation for cutting through jargon, providing clarity, and offering peace of mind—all while keeping you focused on achieving your goals.

Specialisms

I specialise in working with:

1. Veterinary and Dentistry Professionals: Partnering with businesses of all sizes, including major corporations, I have over 7 years of experience in understanding the unique financial needs of these industries.
2. Business Owners: Helping with key areas such as business protection, retirement planning, maximising business earnings, and succession planning to safeguard and grow your business.
3. Individuals and Families: Supporting those seeking peace of mind in their financial planning, with a particular focus on retirement and estate planning.

I understand the financial challenges and opportunities in these areas and work tirelessly to help my clients make informed, strategic decisions that support both personal and professional goals.

Whether you’re a healthcare professional, business owner, or family looking for reliable, long-term guidance, I approach each relationship with a focus on building lasting value. My services cover comprehensive financial planning, tax-efficient investment strategies, and support through life’s key milestones—so you can focus on what truly matters, while I take care of the details.

Outside of Advising

Outside of my advisory role, I’m committed to mentoring. I find great satisfaction in helping others—from secondary school students to young professionals in the financial industry—build confidence, resilience, and a foundation for future success. In my personal life, I enjoy staying active through football and fitness, spending quality time with my wife and Bengal cats, and unwinding with a good crime thriller. As a keen sports fan, I also keep up with a variety of sports.

Get in Touch

If you’re ready to take control of your financial future, let’s start a conversation. I offer an open, no-obligation discussion to explore how we can craft a financial plan tailored just for you. I look forward to being part of your journey towards achieving lasting peace of mind.

Succession Planning is not regulated by the Financial Conduct Authority.