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Assuming cashflow is required, the following results were found.

‘Cashflow model only way to assess client’s risk’

Cashflow modelling is the “only authentic way” to assess a client’s risk. That is the view of Jon Rolfe, chief executive of i4C cashlow modelling software and founding partner of Epoch Wealth Management. Writing in the latest Financial Planning Today...
SJP profit nears £1bn as firm eyes 20% growth

operating profit on a European Embedded Value (EEV) basis – a key measure of profitability which discounts future cashflows - had risen from £673.6m in 2016 to £918.5m in 2017. The annual report also paid tribute to co-founder and life president Mike...
Two Financial Planning software providers integrate with iO

Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial...
Chartered planners bought out by national wealth firm

manager Sanlam UK. Grennan Advisers, a Financial Planning business based in East Yorkshire, which puts an emphasis on cashflow modelling and bespoke financial plans, has been acquired for an undisclosed sum. It was launched in 2013 by Chartered...
New DFM listings for Financial Planners published

features in the latest issue include: o A 5 page Special Report on Financial Planners surprising expectations for 2018 o Cashflow Modelling - is the time right to extend its uses to more clients? Plus: o Planner Casebook - Tamsin Caine unravels a...
7IM adds 'decumulation' cashflow app

Seven Investment Management has launched a new Retirement Planning Service which integrates with its cashflow app. The service aims to help advisers with the decumulation phase of retirement planning and costs no more beyond the normal platform and...
Planners: Our ‘greatest challenge’ is data law change

features in the latest issue include: • A 5 page Special Report on Financial Planners surprising expectations for 2018 • Cashflow Modelling - is the time right to extend its uses to more clients? Plus: • Planner Casebook - Tamsin Caine unravels a...
Outsourced Paraplanning firm to double in size

features in the latest issue include: • A 5 page Special Report on Financial Planners surprising expectations for 2018 • Cashflow Modelling - is the time right to extend its uses to more clients? Plus: • Planner Casebook - Tamsin Caine unravels a...
Wealth manager boosts lifestyle planning focus

It offers a range of services from pensions and retirement planning, to inheritance tax mitigation using bespoke lifestyle cashflow modelling. {loadmodule mod_acymailing,Daily Newsletter Sign-up}
Financial Planning firm reveals acquisition plans

features in the latest issue include: • A 5 page Special Report on Financial Planners surprising expectations for 2018 • Cashflow Modelling - is the time right to extend its uses to more clients? Plus: • Planner Casebook - Tamsin Caine unravels a...
Wealth firm boss reveals ‘bold expansion plans’

Features in the latest issue include: • A 5 page Special Report on Financial Planners surprising expectations for 2018 • Cashflow Modelling - is the time right to extend its uses to more clients? Plus: • Planner Casebook - Tamsin Caine unravels a...
Latest issue of Financial Planning Today magazine published   

Features in the latest issue include: • A 5 page Special Report on Financial Planners surprising expectations for 2018 • Cashflow Modelling - is the time right to extend its uses to more clients? Plus: • Inside My Business with Roger Brosch, CEO of...
Succession nears 50 acquisitions with 4 new deals

a strong, long-term proposition and Succession provides this. We are a superb fit as both businessesare committed to cashflow modelling, holistic advice and to providing a dedicated service to our clients. After almost 30 years in the sector, it is...
Prestwood urges mandatory cashflow modelling for pensions

Prestwood has called for the introduction of “mandatory” cashflow modelling to be used in retirement planning to tackle mis-selling. The cashflow modelling software provider believes the use of cashflow modelling is the only long term way to cut down...
CISI to revamp Certified Financial Planner designation

of Financial Planning. In terms of Financial Planning tools she cautioned against too many Financial Planners relying on cashflow modelling tools when clients may not always understand the charts and results fully. She said: “Cashflow planning is not...
National IFA firm moves to cashflow modelling

National wealth manager Ascot Lloyd, which employs more than 100 advisers, has adopted Financial Planning-style cashflow modelling to provide a better analysis of clients’ financial circumstances. The company says the solution uses extensive...
Financial Planning firm launches ‘tool-kit’ for millenials

Magenta website is aimed at consumers and offers a variety of Financial Planning tips. These include help with: • Simple cashflow forecasting • Long term saving • Smart banking • General banking. As part of the kit, users will be able to use an app,...
7IM reveals cashflow modelling app link up with Intelliflo

Seven Investment Management has linked up with Intelliflo to connect its cashflow planning tool app. The 7Imagine app, which carries a cashflow tool called My Future, has been integrated with Intelligent Office, with the aim to provide advisers with...
‘Dreadful year’ client rescued by Chartered planner’s cashflow plan

A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’. When Ray Adams, founder of Niche IFA and...
CashCalc ties up data integration deal with Plum Software

Cashflow modelling tool provider Cashcalc has signed a deal to provide integration with adviser back-office support firm Plum Software. The deal means financial advisers who use the companies' software will be able to import data directly between their...

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