The advice process now requires cash flow modelling
Our clients with different goals can use this to figure out how their finances could look like and if they will have enough money in the future.
Answering questions like:
Will I have enough income to quit working when I desire?
Will I have enough money in the future or can I spend more now?
Would my family be financially stable if I were to enter care or die unexpectedly?
Will I be delaying an inheritance tax bill?
By conducting an in-depth analysis of your goals and income needs for the future stages of your life, we can help you gain a clearer understanding of your finances and manage your long-term projects.
Our cash flow modelling will be influenced by the movements of the financial markets by incorporating stress tests.