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Assuming cashflow is required, the following results were found.

My Business: Gareth Rees of Epoch Wealth Management

to achieving this? Gareth Rees CFPTM: Fundamentally, it was the client proposition which got us over the line. We adopted cashflow modelling from our inception and it’s a cornerstone of the advice we give. We spent a lot of time re-developing our client...
Real life case study: Emotions run high for client couple

at the time of our planning meeting was £225,000. As we collated all the information we built Harry and Lucy’s lifetime cashflow model. Initially, this did not look particularly healthy as it had them running out of money around the age of 90. As such,...
Ex-IFP chief's fears over 'proper' cashflow modelling

A former IFP President has “grave concerns” about whether advisers are using cashflow modelling tools properly – but she is against FCA intervention. Julie Lord CFPTM, Chartered FCSI, a director at Prestwood Software, said the lifetime cashflow model...
National advice group eyes 9 takeovers this year

ago. It specialises in wealth management for high net worth individuals and corporate clients, with financial planning and cashflow modelling at its core. MMLP senior partner Michael Moore said: “I set up MMLP in 1971 and the last five years, since...
Succession gains full DFM permission from FCA

fund managers and platform providers”. He pledged that clients would get an individual life plan, supported by full cashflow forecasting, and delivered on a platform and “in range of funds that are designed specifically for their individual needs”. The...
Financial Planning tool for iPhones launched by Voyant

planning and forecasting tool, it has been modelled around the original Voyant Adviser solution which has elements such as cashflow analysis and tax and estate planning strategies. There are new features which expand opportunities for client...
Bank holds base rate at 0.5% despite rise threat

way. The committee also voted unanimously to maintain the asset purchase programme at £375bn and to reinvest the £6.3bn of cashflows associated with the redemption of the December 2015 gilt held in the Asset Purchase Facility. The Bank noted that 12...
AXA Wealth launches LifePlanning toolkit

for innovation is increasing with half of advisers saying they are looking to offer new investment services, such as cashflow and income modelling, in the wake of the pension freedoms. The amount of choice and flexibility consumers now have has meant...
Paraplanning apprenticeship has 'host of practical problems'

even on cost, worsened by October's significant hike in the apprenticeship rate and adding further initial costs to the cashflow burden is likely to rule out most smaller employers.” {desktop}{loadposition user6}{/desktop}{mobile}{loadposition...
Welcome to our new daily news service for Financial Planners

advice, free from the taint of commission. In recent weeks a leading figure at the FCA has also voiced support for cashflow planning, a daily activity for many IFP members who are reviewing their clients financial needs. Our new website will cover all...
More London Paraplanner Powwows set to come

to emerge from the London Powwow, Mr Fryer said that the “biggest eye opener was the amount of people moving towards cashflow planning.” Mr Fryer, owner/director of outsourced Paraplanning firm Plan Works, led a discussion about the review process, what...
Real Life Case Study: Richard Watkins CFPCM of Close Brothers

reliance on bank borrowing, asset financiers, invoice discounting and, of course, cutting costs. This can cause a cashflow problem and can, in fact, lead to the collapse of a successful business. This was not a failing business; this was not a plan with...
Real Life Case Study: Parminder Bains CFPCM Principal of PSB Wealth LLP

holdings in her pension and ISA portfolio. I also asked her to put some numbers on her ideal vision so I could do some cashflow modelling. I call this visioneering! It was apparent Lisa was very proud of what she did and she was good at it. She was, by...
My Business: By Julie Pipe CFPCM

asking what a Paraplanner was as I hadn't heard the term before. Andersen Charnley were Financial Planners and the cashflow spreadsheet was a fundamental part of the advice process. I realised how different fully integrated 'Financial Planning' could be...
Aviva strikes deal worth £5.6bn to take over Friends Life

precision, building on each other's strengths and addressing the challenges. "Consistent with our investment thesis of cashflow plus growth, this transaction will increase our cashflows and reduce our leverage and support continued growth in our...
Paraplanners to assemble for latest Powwow in London

the length of reports, such the detail to include, what to put in appendices, how to deal with Financial Planning reports, cashflow and life planning. Following the two main sessions, there will be a closing 'question and discussion' session, where...
Real Life Case Study: Darren Lloyd Thomas CFPCM

I needed to demonstrate very clearly what was going wrong here, and to do it in an impartial way. I decided to run a cashflow model using a very simple Excel spreadsheet that we keep for such instances. I inputted the current portfolio value of...
Full interview: Life Planning founder George Kinder

our new Adviser Life Planning website, our new simplified retirement tool called BERT (if you don't have a few hours for cashflow modelling), our Profiles in Life Planning video series and our search-engine for consumers to find an adviser they can...
Cumbrian coterie converges to consider clients' care and cash-flow conundrum

the funding of care fees may not be required by everyone, it should certainly be modelled in every client's financial cashflow. {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile} Partnership's Graham Duffy gave an engaging...
Real life case study: Gemma Davies of Uniq Family Wealth

and in the future) needed to work for her. We would begin any long term client relationship with compiling a bespoke Cashflow Forecast. In Alison's case, this took into account her post-divorce assets including the marital home, which was subject to an...

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