• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Prestwood launches cashflow fact find portal

    Financial Planning software provider Prestwood has launched a portal which it says will allow Financial Planners to capture the data needed to produce a detailed lifelong cashflow model for their clients.

  • Cashflow model to be backbone of new Financial Planning firm

    Julie Lord, above right, will run Magenta Financial Planning in a joint venture with Gretchen Betts, above left
  • New Financial Planning firm launched by ex-IFP chief

    Julie Lord, above right, will head up Magenta Financial Planning in a joint venture with Gretchen Betts, above left
  • 22% say cashflow model NOT key for true Financial Planning

  • Poll verdict: Cashflow model key for true Financial Planning

    Financial Planners Gretchen Betts and Julie Lord have said cashflow modelling is key to their new firm Magenta
  • Chartered Financial Planner strikes deal for cashflow tool

    CashCalc was created by Chartered Financial Planner Ray Adams, who also runs Niche IFA in Wales.
  • 7IM adds 'decumulation' cashflow app

  • Why cashflow modelling is essential for Financial Planners

    Sandra Paul
  • Prestwood launches free cashflow tool for consumers

    Truth About Money
  • CashCalc launches iOS and Android app for advisers

    Ray Adams of CashCalc
  • Intelliflo replaces i4C with new cashflow tool

    Intelliflo CEO Nick Eatock

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.