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Cashflow planning

Gain a complete picture of your finances

Cashflow planning provides a clear view of your future cash flow and overall financial situation, enabling you to determine attainable goals, ease worries, save on taxes, and make key financial decisions with confidence.

A cashflow plan acts as a key decision-making tool, helping to answer important questions, including:

  • When can you retire?
  • How can you achieve your desired retirement income?
  • Would your money last if you lived until 100?
  • Can you cover private medical/luxury expenses?
  • How much can you afford to gift?
  • Can you fulfil your life plans/goals?

What does your financial future look like, and what can you optimise?

What to expect

  • A cashflow plan meeting provides you with a simple and easy-to-understand overview of your finances.
  • We take stock of your whole financial picture/assets, including pensions, ISAs, cash, property value and mortgages.
  • We will show you how cashflow planning software works by building a real time live cashflow plan, based on your circumstances and needs.
  • The end result: a bespoke retirement plan that highlights your specific needs, as well as areas of your finances that can be improved or optimised.

The logistics

  • Initial meetings are complimentary and typically last between 60 and 90 minutes. We have offices in both St Albans and central London.
  • It’s advisable to bring an overview of your assets (eg. pensions, ISAs, cash, property) and mortgage details. Rough annual expenditure details are also helpful.

Register for a complimentary cashflow plan meeting below

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