Cashflow Planning

Cashflow planning truly underpins all the advice that I provide.

I use very detailed software that allows me to help you manage your withdrawals so you have peace of mind that your financial security is protected. 

Cashflow planning helps everyone – whether it is monthly forecasts to yearly predictions – it can help  make informed financial decisions for the future. We can even simulate how your financial position could  change should an unexpected event occur, such as a market crash.

Cashflow planning is not a one-off service. They should be reviewed regularly and at least annually, for example in case you spent a little more than planned on that car or inflation was higher than expected.