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Assuming cashflow is required, the following results were found.

Steve Martin: My heart sinks at cashflow modelling doubters

As the great cashflow modelling debate continues, following the recent Financial Planning Today poll, Steve Martin CFPTM Chartered MCSI, gives readers his perspective on why it is essential. After our poll found 78% of respondents believed that it is...
Platforms: Paraplanners predict more deals after Cofunds sale

Paraplanner Cathi Harrison on her growing business and her confidence in Paraplanning's future • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • Insights from PFS chief executive Keith...
Editor's Column: Cashflow Modelling works but not for all

The debate on the value of Cashflow Modelling as part of ‘true’ Financial Planning has become a heated one, as we’ve discovered on Financial Planning Today. A few weeks back we ran a poll on Cashflow Modelling and nearly 250 readers responded. Four out...
Cashflow modelling deal: Transact and Prestwood team up

Transact has revealed it is teaming up with Prestwood to integrate its Truth cashflow modelling tools. The platform said it was continuing to include some of the ‘most popular’ cashflow tools around, following a similar deal with CashCalc in August. A...
Financial Planning Today magazine issue 2 ready to view

issue highlights include: • Entrepreneurial Paraplanner Cathi Harrison on growing her business • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • Insights from PFS chief executive Keith...
'Virtually impossible' to recruit experienced Paraplanners

Paraplanner Cathi Harrison on her growing business and her confidence in Paraplanning's future • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • Insights from PFS chief executive Keith...
Phoenix to buy Abbey Life in deal worth nearly £1bn

under management and approximately 735,000 policyholders and is expected to generate about £0.5 billion of aggregate cashflows between 2016 and 2020 and £1.1 billion in aggregate from 2021 onwards, Phoenix stated in a report. Phoenix Group's CEO, Clive...
DFM directory: New guide for Financial Planners is out

Paraplanner Cathi Harrison on her growing business and her confidence in Paraplanning's future • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • Insights from PFS chief executive Keith...
Poll verdict: Cashflow model key for true Financial Planning

Planning Today magazine she tells potential clients to go and see another adviser if they fail to see the value of cashflow modelling. In the latest edition, she wrote: “I think the main reason (based on the feedback from Prestwood Software) is that...
Financial Planning Today magazine issue 2 is launched

Paraplanner Cathi Harrison on her growing business and her confidence in Paraplanning's future • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • Insights from PFS chief executive Keith...
22% say cashflow model NOT key for true Financial Planning

Planning Today magazine she tells potential clients to go and see another adviser if they fail to see the value of cashflow modelling. {loadmodule mod_acepolls,The Financial Planning Today Poll} Mr Bamford said: “I wasn’t surprised to see the poll...
Prestwood to unveil ‘next generation’ cashflow software

Prestwood, a company which provides cashflow modeling software to Financial Planners and Paraplanners, is to launch a new “next generation” version of its Truth software in October at the CISI-IFP Financial Planning conference. The radical new version...
Martin Bamford: Cashflow modelling not essential

form as software be considered essential for Financial Planning. Join the debate on Twitter using the hashtag #cashflow. See @FPTodayMagazine, @FPTodayNews and @martinbamford for more. Martin Bamford CFPTM Chartered MCSI FPFS is managing director at...
New 'robo adviser without the robo' to launch

plans, for example. Mr Chamberlain said that the company remained a big supporter of professional Financial Planning and cashflow modelling but that some clients, perhaps orphan or new clients or those with smaller assets, required a different, cut-down...
New Financial Planning firm launched by ex-IFP chief

will run Magenta Financial Planning in a joint venture with Gretchen Betts CFPTM, who has been a colleague for years. Cashflow modelling will be the backbone of the business, the duo have said. Poll {loadmodule mod_acepolls,Financial Planning Today...
Cashflow model firm created by planners launches IHT tool

A company providing cashflow modelling tools that was created by a team of Chartered Financial Planners from South Wales has launched a new IHT Calculator. CashCalc has come up with the tool, which aims to be the “most comprehensive inheritance tax...
Cashflow model to be backbone of new Financial Planning firm

Cashflow modelling will be the backbone of a new Financial Planning firm, its managing director says. Magenta Financial Planning is headed up by former IFP President Julie Lord CFPTM and long time colleague Gretchen Betts CFPTM. Launching at the start...
Ex-IFP President: See another adviser if you don't value cashflow model

A former IFP President says she tells potential clients to go and see another adviser if they fail to see the value of cashflow modelling. Chartered Financial Planner Julie Lord CFPTM Chartered FCSI told Financial Planning Today that the use of the...
My business: Carolyn Gowen of Bloomsbury

advice B) Financial Planning? CG: A) looks at elements of a client’s situation in isolation. Does not incorporate cashflow modelling or linking goals to resources available B) looks at a client’s situation holistically. Incorporates cashflow modelling...
Financial Planners: The key to a good CRM system

FirmTM Mazars What Financial Planning Software systems are you using and what are the pros and cons? We use Voyant for cashflow planning. As an Accredited Financial Planning FirmTM, cashflow planning is a vital weapon in our advice armoury and we made...

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