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Assuming cashflow is required, the following results were found.

Editor’s Column: Testing times for even the best planners

Planning skills and features including trusted advice, professional knowledge, financial experience, investment acumen, cashflow modelling and others. {loadposition hidden2} At times like these worried clients turn to trusted advisers like Financial...
Financial services sector set to slump - CBI survey

to investment in the year ahead. “Financial services are already playing an essential role in helping companies with their cashflow, through channelling funds from the government’s support schemes. “But like other businesses, they’ve also been struck by...
Govt launches Coronavirus £5m loans for SMEs

way” to raise working capital for companies who are “fundamentally strong” but are experiencing severe disruption to cashflows, the government says. The scheme is open to firms that can demonstrate that they were in sound financial health prior to the...
Prestwood staff ‘keep calm and carry on’

Software firm Prestwood, which provides the Truth cashflow modelling system used by many planners, says its office will continue to be staffed so that users can call its helpdesk. However, while the risk of Coronavirus is significant the firm has...
Fairstone client numbers up 10% to 65,000

clients can be reassured by the fact that we are in a strong position. “A robust business will have the benefit of stable cashflows and consistent profitability to minimise any material effect to trading performance.” Fairstone has secured additional...
Kingswood adds 3 senior hires for expansion move

to wealth management and employs a growing number of Certified and Chartered Financial Planners. Its advisers use cashflow modelling. Last year the firm received £80m in backing from private equity firm Pollen Street Capital which has helped fund the...
Guest Column: Beware 'death by cashflow modelling'

'guarantee' for an outcome. I don't just mean funds or investments here; this also seeps into the use of software such as cashflow modelling. I have used cashflow modelling for over 10 years now as a way of presenting the numerical facts a client gives...
Two new firms join CISI's Accredited elite

There is an extensive list of requirements to become Accredited including: A full financial service for clients, including cashflow modelling Clear communication of their Financial Planning proposition to clients A consistent fee structure which is...
Fintech to launch 'revolutionary' cash flow tool upgrade

Financial Planning fintech firm Dynamic Planner is to launch what it calls a “revolutionary” cashflow tool upgrade later this year. The new cash flow module will offer a ‘ground up’ re-build of Dynamic Planner’s existing cash flow module. The revamped...
LEBC recruiting after axing 50 jobs in 2019

are expanding our activity and investment in the other areas of work we are involved in. “In particular bionic advice and cashflow planning to both enhance service to our existing clients and to meet the growing demand for at retirement, workplace...
Cashflow tool CashCalc to add new features in 2020

Cashflow modelling software company CashCalc has previewed five new features it plans to add this year. These are: 1. Tax calculations to be added to the Cash Modeller. This will enable users to continue to use CashCalc as they do currently or start...
Wealth manager Kingswood buys Californian advisory firm

to wealth management and employs a growing number of Certified and Chartered Financial Planners. It’s advisers use cashflow modelling. The total deal - subject to US regulatory approval - is worth £3.1m with an initial payment on completion of £800,000....
High returns low on client priority lists - adviser survey

the most are software tools that support customer relationship management (39%), business management software (22%) and cashflow modelling software. Advisers also cited the use of up-to-date technology as being valued by clients. Charles Stanley says...
Editor’s Comment: PFS event showcased a profession on the rise

year there were lots of tips and knowledge sharing by leading practitioners on everything fromthe first client meeting to cashflow modelling and inter-generational wealth transfer. There was a positive buzz and the mood was one of a profession on the...
PFS 'Futureproof' Financial Planning Conference gets under way

Skills, Business Development and Investment. Stream topics will include: Futureproofing your annual planning meetings, cashflow modelling, Playing at Planning?, Inter-generational wealth and the intriguing "How to love your clients to death with your...
Advisers sceptical of technology closing advice gap

and without access to affordable financial advice. In a poll of 207 advisers, the research revealed 29% of advisers felt cashflow modelling was the tool that could make the most difference. The robo-advice or self-service route was less popular,...
Nicola Watts: Marking 25 years of Financial Planning

has helped, but one of the biggest things in our own business has been truly embracing firstly, back in the early 2000s, cashflow modelling, but then true Financial Planning.Moving away from transactional financial advice services and now offering...
Julie Lord: Planners need a succession plan

but can’t find a suitable buyer, or the right price. This is very sad. Unfortunately, despite the rise in popularity of cashflow modelling, many advisers still haven’t done this for themselves and therefore don’t know how much to sell their business...
CashCalc axes Transfer Value Comparator tool

Cashflow planning software firm CashCalc has revealed it is to withdraw its Transfer Value Comparator (TVC) tool from its available suite of tools. Last year, the firm launched a TVC tool in response to the FCA consultation document and policy...
Prestwood and Intelliflo unveil strengthened partnership

Cashflow modelling firm Prestwood has strengthened its partnership with Intelliflo and its Intelligent Office business management system. Clients using Truth fintech will be able to share comprehensive planning data via a new app. Prestwood says tw-way...

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