Discover the life-changing magic of cash flow modelling
We have been using cash flow modelling software with our clients since the early days in the 2000's when the idea emerged.
At first it was experimental; it was a challenge to persuade clients to give us the personal details necessary to make a good job of it. These days all our team use it with many clients and it's part of our financial planning process.
We've experimented with software and found one that suits our team and our clients. It means that we can actually show people the things we used to only be able to tell them in a really visual and engaging way.
Roger Jackson is a Chartered AND Certified Financial Planner and an expert on cash flow modelling. He will talk about how it works, the information we need and how it helps us create a financial plan and informs the advice we give.
We will also cover the issues that can arise and how we deal with potential regulatory concerns that arise from trying to look into the future.
The event is aimed at other professionals who work with our clients to help you gain an understanding of what we do and how it benefits them.
Light morning refreshments will be served.
Click here to book your place.