Cashflow planning

Planning for your lifetime

A fundamental part of our advice process is to work with you to ensure that you have the money you need, at the times in your life that you need it.

As time goes on, a lot can change in your life and with your plans.  As we can’t predict the future, we need to make some sensible assumptions.

The best way for us to monitor these challenges is to use cashflow planning.

This allows us to look at the assets you have and how they interact with your timescales, your income and your expenditure.

Cashflow modelling allows us to plan how your assets can be used, in conjunction with your income when you are still working, and instead of your income when you stop earning.  This helps us monitor your progress towards achieving your goals.

Financial Planning

A typical cashflow projection

The Financial Conduct Authority does not regulate Cashflow Planning.