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  • Julie Lord, above right, will run Magenta Financial Planning in a joint venture with Gretchen Betts, above left

    Cashflow model to be backbone of new Financial Planning firm

  • Julie Lord, above right, will head up Magenta Financial Planning in a joint venture with Gretchen Betts, above left

    New Financial Planning firm launched by ex-IFP chief

  • 22% say cashflow model NOT key for true Financial Planning

  • Financial Planners Gretchen Betts and Julie Lord have said cashflow modelling is key to their new firm Magenta

    Poll verdict: Cashflow model key for true Financial Planning

  • CashCalc was created by Chartered Financial Planner Ray Adams, who also runs Niche IFA in Wales.

    Chartered Financial Planner strikes deal for cashflow tool

  • 7IM adds 'decumulation' cashflow app

  • Sandra Paul

    Why cashflow modelling is essential for Financial Planners

  • Truth About Money

    Prestwood launches free cashflow tool for consumers

  • Ray Adams of CashCalc

    CashCalc launches iOS and Android app for advisers

  • Intelliflo CEO Nick Eatock

    Intelliflo replaces i4C with new cashflow tool

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