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What if...
...you could look into your financial future?
In this guide:
- Get clarity on your current financial position and what it might mean for the future.
- Understand what risks, if any, you need to take with your money to meet your lifetime needs.
- Look into your financial future; see what's possible tomorrow, today.
Please note that the Financial Conduct Authority (FCA) do not regulate cash flow planning.
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From this guide:
Conducted by one of our experienced financial planners, cash flow forecasting provides you with clarity on your current financial position and what it might mean for the future. It really aids decision-making. For example, it can help you identify:
- Whether you’ve saved enough for your future plans, retirement or need to save more
- The sum of money you need to ring fence for your own lifetime spending plans
- What surplus funds may exist for other objectives, such as ticking off all those things on your bucket list, provision for care in old age and helping your children financially.
As part of a financial plan, it will also help you understand what risks, if any, you need to take with your money to meet your lifetime needs. If you are not comfortable with these risks, it can also show what compromises, if any, you may need to make.
Download the full guide to read more.
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Our clients speak for us
Meet our expert team
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Dan Alder
Senior Financial Adviser - Chartered Financial Planner, APFS
Dan is a Chartered Financial Planner, working from our Bath office and supporting clients across the South. He empowers clients to make informed and confident decisions about the present, their longer-term futures and helping the next generation.
Grace Whalley
Financial Adviser - Chartered Financial Planner, FPFS
Grace is a Financial Adviser and Fellow of the Personal Finance Society. She takes the heavy lifting off clients shoulders to help them to navigate various financial life stages and allow them to focus on meeting their different objectives in life.
David Dodgson
Partner - Chartered Financial Planner, FPFS
David is an experienced adviser and a Fellow of the Personal Finance Society (PFS), supporting his clients with their financial needs. His primary aim is to help his clients gain an appreciation of what lifestyle their current and future wealth is capable of delivering.