Cashflow Planning
Following my recent retirement, this service is no longer available directly through this website. However, Mike Smith IFA Ltd in Clevedon offers a similar service and uses the same cashflow planning process.
Website: https://mikesmithifa.co.uk
Cashflow planning is a powerful tool used to help forecast your financial future. It brings together your income, expenditure, pensions, investments and savings to create a clear picture of how your finances may develop over time—whether in 5, 10, 15 or 20 years.
Importantly, it also allows you to explore different “what if” scenarios, helping you understand how changes to your plans could affect your future. This can support informed decisions that align your financial resources with your retirement ambitions.
If you would like to begin, you can follow the link below can complete an initial questionnaire and I can transfer the details to Mike Smith. Please note that your data will be handled securely in accordance with UK data protection regulations, and there will be a charge for this service
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.