Cash flow modelling

Cash flow modelling has become ‘essential’ to the advice process.

It helps our clients with many different goals to find out what their finances could look like and whether they will have enough money in the future. It can help to answer questions such as:

• Will I have enough money to stop working when I want to?
• Am I going to run out of money in later life or can I spend more now?
• Will my family be financially secure if I go into care or die unexpectedly?
• Am I going to leave behind an Inheritance Tax bill?

Through a thorough analysis of your objectives and income requirement for the future phases of your life, we can assist to gain a clearer vision of your finances and assist you in managing your long term projects.

We will integrate some stress test in our cash flow modelling to reflect movements of the financial markets.