Cash Flow Modelling

Could You Retire Earlier Than You’d Hoped?

Our computerised Cash Flow Modelling Service looks at your incoming funds, outgoings, savings and investments and allows us to model what impact small (or large) changes to each would have on your overall financial situation.

This helps us work with you to plan and adapt for real life events, before, during and after they happen. We can build this into your financial planning to ensure that we are on track or what it will cost to get you back on track.

Cash Flow Modelling is also a useful tool to stop you losing sight of your actual needs. When enough money is available, it could even show you that it might be possible to move your retirement plans forward in time.

If you would like to find out more about Cash Flow Modelling, or our other wealth management services, do get in touch.

We do not charge for our first meeting, so why not book in a call or face-to-face meeting now and we’ll be happy to find out more about your circumstances and talk you through your options.