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Assuming cashflow is required, the following results were found.

CashCalc tops 12,000 users for cashflow tool

CashCalc, the cashflow planning software firm set up by a Chartered Financial Planner, has topped 12,000 registered account holders and £100bn funds under calculation. The firm says the milestone “further cements our position as the most popular...
IFA becomes one of youngest Chartered Financial Planners

Achiever of the Year’ award from the CII with Nottingham Institute president Juliet Williams saying of Mr Slater: “His cashflow planning is second to none in the company and his technical understanding allows him to pass on key knowledge to his...
Collingbourne achieves CISI Accredited Planning Firm status

value of seeking this accreditation and the value that having Certified Financial Planners in firms giving a comprehensive cashflow Financial Planning service to clients can bring.” Consumers can find Accredited Firms in their area by searching the...
Using a SSAS to help a business move forward

but others were retained for personal ownership to increase their rental portfolio. However, the company had encountered cashflow problems and there was a clear need for their investments to be overhauled. This is a real-life case study, names and some...
Julie Lord: Making Financial Planning valued

Firstly what I do is to help people to get financially organised and determine their goals. How I do this relies on cashflow modelling and providing financial solutions. Why I get out of bed every day is to inspire people to pursue their passions – and...
CISI Conference: From marine biology to Paraplanning

delegates at the CISI Paraplanner Conference, in Stratford-Upon-Avon, how she swapped studying the seashore for examining cashflow. She also spoke about her role as the sole Paraplanner at the launch of Magenta Financial Planning in Bridgend....
Conference: Centralised retirement propositions explained

he asked. Mr Lines also spoke about the considerations that should be made regarding capacity for loss, risks, cashflow modelling and consumer vulnerability. He revealed Just had released a new training module on the latter point ahead of expected new...
Why cashflow modelling is essential for Financial Planners

Financial Planners are increasingly turning to cashflow modelling tools to help them be more efficient and accurate. One expert who has embraced this technology is Sandra Paul of Prestwood, who explains here how the tools can put together the...
Making technology work for Financial Planners

back office setups and while some fell by the wayside, others discharged their duties with honour, like Prestwood Cashflow software (which I still use today). As time went on, we moved to a paperless model, mostly to stop paying for filing space. At the...
Advisers reveal infrastructure exposure rise in client portfolios

its low correlation to traditional assets such as equities and bonds; 75% flagged access to long-term positive and stable cashflows; while 70% of advisers cited a level of inflation linkage. Mark Smith, partner at Andrews Gwynne LLP, said: “We have...
Nicola Watts: The power of Financial Planning

about taking the worry out of money. It’s about providing real solutions to real problems in an easy to understand way (cashflow modelling helps with this, but that’s another article!). We can talk technical solutions, taxation, asset allocation and...
Chloe Moran: Daily stresses of a Paraplanner

are minimal changes can take as little as a few hours. However, more complicated reports with multiple areas of advice, cashflow planning and legacy products can take much longer. Additionally, along the way there can be some delays thrown in from third...
Julie Lord: It's time to make your own financial plan

shouldn’t have a poor or worse still, no financial plan. Only by doing your own planning and creating your own lifetime cashflow forecast, can you then write a plan for your business. {loadposition hidden2} Only when you know how much you need to earn...
Chartered Financial Planners honoured at awards

Midlands-based firm, received his award from Juliet Williams, the Nottingham Institute President. Ms Williams said: “His cashflow planning is second to none in the company and his technical understanding allows him to pass on key knowledge to his...
Julie Lord: Good Financial Planning's enemy is bad spending

wanted to find out what people spend their money on. No spending without recording the spend, if you like. We do detailed cashflow forecasts for clients but at a high level. We wanted to dig deeper into what sort of discretionary spending clients were...
Chloe Moran: My top Financial Planning wishes for 2019

be a stepping stone to becoming a planner or a lifelong career – both equally valid choices. 4. Improvements in technology Cashflow planning is a great tool, which can be very powerful with clients. Given the vast array of assumptions and market...
Chartered Financial Planner heads up new Aberdeen office

than 15 years of experience and also joined from Tilney, where she worked for 10 years. She is experienced in producing cashflow analysis for clients, and dealing with complex Financial Planning needs, including advice on defined benefit pension...
Cashflow modelling should be a ‘guide in uncertain world’

Delegates at the PFS Forces event in London this afternoon heard how Financial Planners using cashflow modelling should be “guides in an uncertain world.” Jason Whyte, of EY, was speaking about cashflow modelling at the Star Wars-themed event at the...
Financial Planning firm gains sought-after CISI accreditation

criteria, which includes a clearly defined internationally recognised financial planning process, investment philosophy andcashflow planning service, is a positive differentiator for those offering a full financial planning service to their clients on a...
Cashflow software firm doubles user numbers to 10,000

CashCalc, the cashflow planning software firm set up by a Chartered Financial Planner, has topped 10,000 registered account holders - doubling numbers in 18 months. The milestone comes three months after company announced 9,000 in August. The company,...

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