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Assuming cashflow is required, the following results were found.

Group buys 2 IFAs as it plots to become largest wealth firm

to sell. “As part of Succession Group, we will continue to focus on a risk-based investment approach which, along with cashflow forecasting, helps clients to gain financial vision and understand how we can best meet their personal objectives. Richard...
Chartered Financial Planner strikes deal for cashflow tool

A cashflow modelling software firm created by a Chartered Financial Planner has struck a deal with a business offering support services for advisers. The agreement means CashCalc’s online suite of Financial Planning tools will become available for the...
Financial Planner trio join forces for new brand

was asked what she made of the recent debate on which title is more valuable – Chartered or Certified. She said: “We use cashflow planning software and we are not really into the Chartered v Certified debate. We are, of course, very proud to be...
Guest Column: Businesses need better pension planning - Carty

and advisory community needs to step up and help out. They can start by providing their business clients with some serious cashflow modelling. Forget former Pension Minster Steve Webb’s Lamborghini aspirations – simply help them look at their spending...
CISI honours 6 figures including Prestwood’s Etheridge

six CISI Honorary Fellowships to eminent figures in the financial services sector, including Paul Etheridge, founder of cashflow modelling software firm Prestwood. Mr Etheridge was member number 1 of the Institute of Financial Planning, which merged...
Elevate platform to get reboot and new cash

access to an extended range of external discretionary investment portfolios · Improve integration and tools to support cashflow, CGT planning and pension income management · Enhance user journeys including new ‘click and switch’ processes, efficiently...
Prestwood offers ‘gamification’ to help planners’ exit strategies

Prestwood, best known as provider of Financial Planning cashflow modelling software Truth, is to encourage planners to consider ‘gamification’ techniques to improve their businesses and help develop exit strategies. It is teaming up with fintech firm...
Editor's Comment: Simon's Chamberlain's plan was lesson to all

and I expressed my surprise to him. I told him I didn't equate his approach with the IFP Financial Planning approach of cashflow modelling, six steps to produce a FinancialPlan, emphasis on recurring fee income from clients and so on. I was sceptical....
Cashflow helps Financial Planner rescue credit crunch clients

An Accredited Financial Planning Firm has revealed how cashflow modelling and comprehensive Financial Planning proved ‘life changing’ for a couple whose business was severely hit by the credit crunch. Financial Planner John Sloan has explained how he...
Standard Life reveals Elevate price and eyes India for growth

Standard Life is setting its sights on India to grow its business. The company is involved with plans to create the leading private life insurance business in India, having increased its stake in Indian insurance firm HDFC Life, which it aims to...
Paraplanner professional development events begin

the moment.” Future subjects for the Howwows were discussed. These included later life planning, final salary transfers, cashflow planning assumptions, managing a team of Paraplanners and new Scottish tax rules’ impact on Financial Planning. Mr Allum...
Paraplanner recruited by planning firm as new head of advice

as head of advice where she will lead a strategic review of the company’s advice process. The review will include adding cashflow modelling and Court of Protection work as well as developing a panel of ‘best of breed’ products and platforms. The...
Chartered planners hire ex-sports pro who ran wealth firm

entrepreneurial business owners how to achieve their desired lifestyle. His knowledge and expertise of investment and cashflow management for business owners will strengthen Clarion’s niche wealth planning services.” Mr Whittle said: “What attracted me...
Julie Lord: Planners should consider this after Rory Percival warning

some risk profiling tools. Read more on this HERE. At the risk of sounding like a stuck record, this is where Lifetime Cashflow modelling can really help. Using this properly will enable a Financial Planner to clearly demonstrate a client’s capacity for...
Julie Lord: Why cashflow forecasts helped after sudden job loss

Two leading Financial Planners have explained how using lifetime cashflow forecasts helped a client deal with the sudden financial shock of losing his high flying executive job at 55. Financial Planners Gretchen Betts CFPTM Chartered MCSI and Julie...
Financial Planning group evolving to paid members body

hate this thing in the industry going around with people saying ‘you should do this, you should do that, you have to use cashflow’, etcetera. “It’s not going to be a church, it’s about allowing people to find their way and it’s giving people the skills...
Over 180 discretionary solutions in new DFM directory

financial journalists in London. Financial Planning Today's third issue includes: • A Special Report on the great Cashflow Modelling debate which has got the industry talking • An exclusive feature on Social Media tips and best practice to help...
New Paraplanning firm launches to 'make advisers’ lives easier'

advise. {loadposition hidden2} The firm will provide Paraplanning, administration, data gathering, gap fill services and cashflow forecasting, among other things. It will be charging on a case by case basis, starting with £35 for data harvest, with...
Top 12 tips for Financial Planning and social media

journalists in London. Financial Planning Today's third issue highlights include: • A Special Report on the great Cashflow Modelling debate, which has got the industry talking • Columns from high profile Financial Planner Julie Lord, PFS chief executive...
Julie Lord: How we came to aid of client after sudden job loss

exit terms. Ms Betts CFPTM Chartered MCSI explained it was a case that highlighted how completing a personalised lifetime cashflow for a client is not a one off exercise. The case is outlined in full in a double page feature in the latest edition of...

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