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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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Ellie Jarvis
Senior Financial Adviser - Chartered Financial Planner, APFS
Based in Leeds, Ellie is a Chartered Financial Planner guiding clients nationwide through retirement, tax, investment and broader financial planning decisions.
Alex Hatfield
Partner - Chartered Financial Planner, FPFS, MCSI
Alex, Partner and Chartered Financial Planner, helps clients plan for every stage of life, using cash-flow modelling to give clarity and confidence in their financial future.
Steffan Alemanno
Senior Financial Adviser - Chartered Financial Planner, APFS
Helping clients navigate their financial goals, Steffan is a Chartered Financial Planner who supports a wide range of planning needs and prepares them for both today and the future.