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Assuming cashflow is required, the following results were found.

Nicola Watts: The power of Financial Planning

about taking the worry out of money. It’s about providing real solutions to real problems in an easy to understand way (cashflow modelling helps with this, but that’s another article!). We can talk technical solutions, taxation, asset allocation and...
Chloe Moran: Daily stresses of a Paraplanner

are minimal changes can take as little as a few hours. However, more complicated reports with multiple areas of advice, cashflow planning and legacy products can take much longer. Additionally, along the way there can be some delays thrown in from third...
Julie Lord: It's time to make your own financial plan

shouldn’t have a poor or worse still, no financial plan. Only by doing your own planning and creating your own lifetime cashflow forecast, can you then write a plan for your business. {loadposition hidden2} Only when you know how much you need to earn...
Chartered Financial Planners honoured at awards

Midlands-based firm, received his award from Juliet Williams, the Nottingham Institute President. Ms Williams said: “His cashflow planning is second to none in the company and his technical understanding allows him to pass on key knowledge to his...
Julie Lord: Good Financial Planning's enemy is bad spending

wanted to find out what people spend their money on. No spending without recording the spend, if you like. We do detailed cashflow forecasts for clients but at a high level. We wanted to dig deeper into what sort of discretionary spending clients were...
Chloe Moran: My top Financial Planning wishes for 2019

be a stepping stone to becoming a planner or a lifelong career – both equally valid choices. 4. Improvements in technology Cashflow planning is a great tool, which can be very powerful with clients. Given the vast array of assumptions and market...
Chartered Financial Planner heads up new Aberdeen office

than 15 years of experience and also joined from Tilney, where she worked for 10 years. She is experienced in producing cashflow analysis for clients, and dealing with complex Financial Planning needs, including advice on defined benefit pension...
Cashflow modelling should be a ‘guide in uncertain world’

Delegates at the PFS Forces event in London this afternoon heard how Financial Planners using cashflow modelling should be “guides in an uncertain world.” Jason Whyte, of EY, was speaking about cashflow modelling at the Star Wars-themed event at the...
Financial Planning firm gains sought-after CISI accreditation

criteria, which includes a clearly defined internationally recognised financial planning process, investment philosophy andcashflow planning service, is a positive differentiator for those offering a full financial planning service to their clients on a...
Cashflow software firm doubles user numbers to 10,000

CashCalc, the cashflow planning software firm set up by a Chartered Financial Planner, has topped 10,000 registered account holders - doubling numbers in 18 months. The milestone comes three months after company announced 9,000 in August. The company,...
Mark Harman: Financial Planners must look at the bigger picture

financial planners with a feature-rich, but easy to use web-based application, enabling the creation of simple or complex cashflow modelling to provide clear and compliant guidance to clients. Mark Harman is CEO of cashflow modelling provider i4C...
Chartered Planner celebrates 10 years and reveals top tips

our brochure available on the website and they range from £799 for a ‘First Look’ report to £900 per person for a Lifetime Cashflow Plan including a Financial Plan. “We also advise on transfers and have more specialist advice and hourly fees running up...
Warren Shute: How Planners can communicate better

oryou physically hand them something to do – perhaps complete a form, engage in feedback or move your mouse around your cashflow – they are more feelings based, or kinaesthetic. This is at the core of the NLP communication model and these repetitional...
Financial Planning Week aims to ‘make dreams happen’

in the City and who bought a coffee and a muffin every morning from a well-known American coffee shop. “His lifetime cashflow forecast showed that if he had breakfast at home instead and saved his ‘coffee money’ he would be able to pay off his mortgage...
Two planners unveil a digital future for Financial Planning

Planning service, according to a show of hands. Mr Butten said he launched a little boosst because, "for some people full cashflow doesn't work. It's good for the majority of our clients but it's not for everybody." He said originally the 'a little...
Chartered Financial Planner and author Shute reveals client tips

“We meet several times a year now, most often discussing his business and investments. “Although he can retire, his cashflow show’s he’ll never spend all his capital, I like that he continues to work as I know his company gives him far more than money....
Importance of Paraplanners set to grow say experts

be “a challenge to replace the knowledge and skill of a Paraplanner in terms of problem solving, questioning and long term cashflow planning.” She said she also expects Paraplanning to become “more of a recognised career path for school leavers and...
Bamford: I’ve changed my mind about Financial Planning events

took place earlier this summer in (very) sunny Port Talbot, and is morphing into an equally important conference to debate cashflow modelling this autumn. The main similarity between these Financial Planning and other conferences I admire is how much...
Quilter Cheviot launches first Paraplanner Roadshow

taking back control over work. The session will provide delegates with tips on how to work smarter withdata. • Cashflow planning best practices: Explore how best to use cashflow planning with clients, how to gather client data with more ease and greater...
CashCalc revamps offering and launches new tool

Cashflow planning software firm CashCalc has unveiled a revamp of its offering and has launched a new tool. In preparation for the FCA’s new guidance on pension transfers, which comes into force during October, CashCalc has been developing a brand new...

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