Cashflow modelling explained
The cornerstone of any good financial plan is a cashflow model of your financial future. Learn what this entails and the lasting difference it could make to all aspects of your life.
A clear picture of
your money
Financial planning is exactly what it says it is: making a plan about what you need your finances to do for you. This involves looking at what you have and what you need, and the best way to visualise this is through cashflow modelling.
With a cashflow model, you can clearly identify any shortfalls you’ll have to make up if you’re to achieve your stated aims. It’s a strategic approach to maximising your wealth, and we can help you take the careful steps needed to put it in place.
At the
cutting edge
As our client, you have exclusive access to market-leading cashflow modelling software. Not only does this let you clearly see your current and future financial position, but it also shows us the effect of different hypothetical scenarios and life events.
Understanding how redundancy, poor investment returns, and other factors could alter your wealth leaves you in a stronger position to implement the necessary safeguards. That’s something our experts would be only too happy to help with.
The Financial Conduct Authority does not regulate Cashflow Planning.
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