Lifetime Cashflow

We all know that planning for the future is vital in order to achieve future goals and ambitions, and negotiate the financial hurdles that will inevitably arise throughout life. However, not all of us have the time to devise and execute an ongoing financial forecast, with all the complexities that can entail.

Lifetime cashflow modelling with us is a chance to pause, take stock, and evaluate your current financial position, helping you identify what's important in the short, medium and long term.

Our approach

Lifetime cashflow modelling offers you an in-depth financial projection that will help keep your future on track. Our financial planners walk you through your lifetime projected finance, altering inputs and assumptions to adapt to life's uncertainties.

This is more than just numbers on a spreadsheet – it's about bringing your finances to life through the interactive and graphical nature of modelling. This way, you can visualise and achieve your ideal future.

During this exercise, we consider:

Financial goals
Career ambitions
Children
School fees planning
Retirement planning
Marriage
Divorce
The provision of care
The impact of premature serious illness or death
Estate Planning
Gifting – and how to do so with sustainability in mind

Our expertise

We believe your future is more than just finances, it's about the life you want to lead. We therefore focus on developing a long-term strategy to assist you with achieving your unique personal financial goals.

Our Financial Planning teams are expert, personable and highly qualified. The majority are Chartered Financial Planners, many of whom also hold Certified Financial Planner status, an internationally recognised advanced financial planning qualification. We are the first firm to be dual accredited by both CISI (Chartered Institute for Securities & Investment) and the CII (Chartered Insurance Institute).

We have been named the second-best advice firm in the FT Adviser's Top 100 list for 2023, Money Marketing’s Advice Firm of the Year 2023, STEP's Accountancy Team of the Year at the 2022 Private Client Awards, and have been awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year for the fourth year. We have also held the Gold Standard Award for Independent Financial Advice for over 10 years.

Get in touch

To understand more about cashflow modelling and start forecasting your personal finances today, please contact us.

Private client insights

Navigating wealth through the generations

For over a decade, we’ve supported entrepreneur Amanda Dagg with multi-generational financial planning that embraces her ambitions in enterprise, enables her interests and protects the prosperity of her family.