We are supporting Financial Planning Week with FREE Cashflow Modelling Sessions...

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We are supporting this year's Financial Planning Week (11-17 October 2021) by offering 5 FREE cashflow modelling sessions, where you will receive a meaningful personalised cashflow forecast and an hour with one of our expert Financial Planners.

The Financial Planning Week initiative is organised by the Chartered Institute of Securities and Investments (CISI) with an aim of making the UK more financially resilient. Managing Director, Liz Beavis says, "Financial Planning Week aims to raise awareness of the importance of organising your finances. At a time when the economy has been particularly volatile and unpredictable, we’re delighted to give five people the opportunity to spend a bit of time with one of our expert financial planners to learn more about how they can get a handle on things to achieve long-term security.”

How it Works...

The process starts with you completing a cashflow model, the data you provide is confidential and essential in creating your forecast. Don't worry, this will all be deleted once we have created your report and you have had your follow up meeting.

Once complete, one of our qualified Financial Planners will talk through the results of your cashflow forecast and will discuss your goals and objectives. They will look at how various potential life scenarios would affect your long-term finances, such as, 'What if I retire early?', 'What if I couldn't work for a year?' or 'What if I help my children out with University fees?'.

They will also discuss options for improving your financial outlook and recommend some things you can do for yourself. There is absolutely no obligation to become a client or pay for any further advice. All we ask is that if you found it useful, that you tell your family and friends!

To Book...

If you would like to be one of our lucky five to receive a FREE cashflow modelling session, please email Ruth Power.

Please note that cashflow forecasting is not regulated by the Financial Conduct Authority. Also, the value of investments can go down as well as up.

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