TPO’s Alex Hatfield’s “money makeover”

In partnership with leading UK finance magazine Moneywise, The Private Office’s Alex Hatfield has delivered a free money makeover to two Moneywise readers for their September issue.

Alex met the couple to discuss their financial planning needs and worked with the TPO advice delivery team to produce a cash flow forecast. The forecast helped the couple to examine how on track or otherwise they were to achieving their financial goals. 

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For more information on cash flow forecasting, try our financial independence calculator, or download ‘Freedom’, our cash flow forecasting guide.