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Assuming cashflow is required, the following results were found.

Cooper Parry buys third London Financial Planner

Waterland Private Equity in 2022 to accelerate its plans to hit £4bn AUM by 2027. Future Perfect were early adopters of cashflow forecasting and low-cost evidence based investing which have provided a foundation to their client service since 2005....
Davy to step down as Fintel chair

M&A pipeline expected to enhance growth in the medium term, underpinned by enhanced financial reserves and strong cashflow conversion.” Joint CEO, Matt Timmins, said: "Fintel continues to deliver on its strategic plan of accelerating growth,...
Bravura plans to downsize UK offices

Exchange, underpins adviser platforms Nucleus, Fidelity, and M&G Wealth. It has had to suspend its dividend to build up cashflow and has arranged a facility drawdown of A$9.5m (£5.3m) to fulfil working capital requirements. It is also raising A$80m...
Fintel reports 4% revenue growth

is expected to enhance earnings and growth opportunities in the medium term. Mr Timmins said: "Our resilient operating cashflow conversion, combined with our enhanced funding capacity provide considerable financial agility as we pursue strategic...
Dynamic Planner partners with Quilter Financial Planning

to access Dynamic Planner’s system including psychometric risk and sustainability profiling, investment progress reviews, cashflow modelling and digital client access. Dynamic Planner will integrate with technology used by Quilter Financial Planning....
FinCalc launches Planning software link with Plannr

set out to deliver the best Application Programmers Interface (API) available for integrations and FinCalc have shown how cashflow modelling can easily and effectively be integrated with Plannr CRM in the matter of a few weeks.” FinCalc provides...
Defaqto launches integrated cashflow modelling

Financial Planning software and data provider Defaqto has added integrated cashflow modelling to its Financial Planning software Engage. Financial Planners using Engage can now use a cashflow modelling module embedded within their advice process...
'Godfather of UK Financial Planning' dies at 83

the Financial Planning profession in the UK, for its first 10 years. The IFP is now part of the CISI. Mr Etheridge founded cashflow modelling solution provider Prestwood Software almost 40 years ago, introducing cashflow modelling to the UK, including...
O&M adds DB transfer analysis service

a retrospective date fully compliant with FCA COBs rules.” Earlier this year FinCalc developed two-way integration for its cashflow and DB transfer software with Financial Planning and wealth management software solution Iress Xplan. The two-way...
Parmenion adds RBC Brewin and Morningstar portfolios

for adviser firms, mainly through MPSs (Managed Portfolio Service) and DFMs (Discretionary Fund Manager). It also offers cashflow modelling software and ESG portfolios. EBI was founded by Financial Planner and entrepreneur Craig Burgess FPFS who is CEO...
Defaqto to add cashflow modelling to Engage package

Financial Planning software and data provider Defaqto will bolt on a comprehensive cashflow modelling tool to its Engage Financial Planning system from next year. The new offering is in response to new research that showed advisers are being forced to...
EV adds automated MPS links to Financial Planning tool

profiling solution EVPro Invest – analysis of existing investments and creation of investment solutions EVPro Goal – a cashflow management tool with an automated stress-test feature. The modules can be used as standalone tools or in combination. There...
FE improves ESG data for advisers

their clients' attitude towards sustainability, a Sustainable Investing Questionnaire has been added into FE CashCalc, a cashflow modelling tool, and can be used as part of the onboarding process, the company said. The resulting ‘Sustainable Investing...
Many firms backing Financial Planning Week

Management PM+M Accountants Santorini Financial Planning Shaw Gibbs Smith & Pinching SpringGen Advice Prestwood Truth cashflow modelling software Robson Laidler Thanks Wealth Planning Uniq Family Wealth This year’s theme is about “busting myths” about...
CashCalc and Wealthcraft launch integration tie-up

Cashflow modelling software provider CashCalc and the new Morningstar-owned platform Wealthcraft, formerly Premium, have launched two way integration via an API to improve connectivity and save Financial Planners time. The new connector was mainly...
Parmenion to acquire Planner’s £1.9bn MPS firm

for adviser firms, mainly through MPSs (Managed Portfolio Service) and DFMs (Discretionary Fund Manager). It also offers cashflow modelling software and ESG portfolios. EBI was founded by Financial Planner and entrepreneur Craig Burgess FPFS who is CEO...
'Coaching clients is best part of the job' say Planners

Planners said the highlight of their working day was providing bespoke options to their clients and 9% revealed that using cashflow modelling was the most enjoyable part of offering advice. Sarah Lord, President of the Personal Finance Society, said:...
Fundment and CashCalc join forces

Platform Fundment and cashflow modeller CashCalc have teamed up to improve adviser tool integration. Existing users of both can now open a client account on the Fundment platform from CashCalc. Fundment claimed that this was the first connection of its...
Cashflow modeller FinCalc bolts on IHT modeller

Cashflow and DB transfer software provider FinCalc has added an inheritance tax modeller for Financial Planners. Data can be inputted into the modeller via the Client Portal or an integrated back-office system. Fincalc said the new modeller would help...
Old Mill expands with South West deal

full in-house finance team. The firm provides outsourced financial services, including back office finance team functions, cashflow management, consultancy and payroll. {loadposition hidden2} Alison Smith used to work at Old Mill, while Kevin Smith’s...

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