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Lifelong Cashflow Forecasting

In order to help you have a very clear view of where you are now and where you would want to be in the future, we use our knowledge, experience and leading-edge computer technologies to analyse your current situation and model your desired future lifestyle.

Cashflow planning is a rather rigorous exercise that outlines in detail current and future expenditure matched against your assets and income and it allows us to see with as much accuracy as possible your current financial position and progress against your goals.

Cash flow planning tools can offer a wealth of benefits to both advisers and clients. We find it can be a key tool used in our financial planning process to help us understand and visualise your future financial needs and requirements.

A cashflow plan can be an essential tool in helping to make lifestyle decisions, such as when you can afford to retire or how much you'll be able to leave as an inheritance to friends and family.