Exploring the Landscape of Financial Opportunity

Cashflow Modelling allows advisers to clearly articulate, and visibly demonstrate, a client’s current and future financial position. It provides reassurance for clients that the plans which are being put in place stay relevant at each key milestone in their lives, and considers any impact which current events may have on their future goals.

Combining cashflow modelling with estate planning can be a very effective way to demonstrate the value that an adviser can add for an investor during their lifetime – and to the legacy they leave behind.

To find out more about this service, please complete the form and register your interest.

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An Overview of Cashflow Modelling Services

Cashflow modelling is the process of assessing a client’s current and future wealth, by using analytical and forecasting software. By inputting expected inflows (income) and outflows (expenditure), the model builds an accurate picture of an investor’s finances throughout their lifetime.

Financial cashflow modelling is quickly becoming an essential part of the advice process and a key differentiator for many financial advisers, as it allows clients to understand the impact which expert advice is making on their lives.

How It Works

Our specialist partner can support advisers in all aspects of their cashflow modelling needs, regardless of whether they have had prior experience or have never used cashflow models before. Based on the information provided, a bespoke model and illustration is created for each client. Our partner’s specialist team will then talk advisers through it, ensuring that they are well prepared when discussing the modelling information with their clients.

The option to model alternative scenarios and show the impact of different options is also available – and these can be updated each year as part of an annual review. Printable reports and interactive models are also on offer, providing additional value and cementing relationships between advisers and their clients.

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Supporting Advisers

We work with carefully selected partner organisations to provide a collaborative, multi-disciplinary approach to estate planning. To strengthen and develop the estate planning element of a business, view our other Partner Services.

Find out more about our other Partner Services