Cashflow Planning
This is a powerful tool we can use to forecast your financial future. We can build in all your income and expenses, your different pensions, investments and savings pot, forecast what they might look like in 5, 10, 15 or 20 years time and best of all see what affect changing your plans will have.
By comparing different ‘What if’ scenarios you can make the decisions that match your retirement ambitions to the financial planning that can achieve them.
If you are happy to start now simply now click on the link below and begin filling in the questionnaire. The data security is top level. You will need to agree to let us store the information under the UK Data Protection Regulations and you also need to understand that there will be a charge for the work
What really matters?
Do you want to know how long your money will last?
How do you plan for the unexpected?
Pensions can be so complicated, can the explanation be simpler?
Money in ‘v’ Money Out
The diagram here shows it is easy enough see the Cashflow forecast stacks up your income from all sources and compares it with your expenses (the black line at the top). In this example the pink is the shortfall. Click on the questionnaire button on this page to start the process.