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Assuming cashflow is required, the following results were found.

Full schedule revealed for Paraplanner Powwow

Powwow. Following suggestions from delegates, topics will include due diligence, report writing, clean share classes, cashflow modelling, technology and platforms. The Powwow is designed to be an 'unconference' with delegates choosing topics and ideas...
Real life case study: Nicola Coates of Turcan Connell

might then follow! {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile} We went through their cashflow model and I included a scenario in which they purchased a boat, Allan confirmed that he had enjoyed researching what type of...
Leeds members learns about Paraplanning skills

technically proficient, highly-qualified members of advisory teams who are involved with: report writing, preparation of cashflow forecasts, implementing advice on financial products and client reviews but, in most cases, are not authorised to give...
Technical Update: Investment advice Gamma

would be expected to generate $40,000 in the first year. If inflation during the first year was three per cent, the actual cashflow amount in year two (in nominal terms) would be $41,200. Under this approach the withdrawal amount is based entirely on...
Real life case study: David Gibson of Gibson Financial Planning

retirement but reckoned that they would like to be able tostop working when Rob turned 60. I explained the concept of a cashflow model to them and that to commence work on their own plan I'd need them to review their expenditure very carefully. This is...
My Business: Adrian Pickersgill of Chatfield Private Client

and back office software) and what sort of internal processes do you run to ensure everything runs smoothly? AP: For cashflow planning we use Truth, although we have tried other alternatives we always come back to Truth. For back office record keeping...
Perspective plans AIM flotation to raise £28m

strategy is founded on the purchase and integration of quality, RDR-compliant businesses with high recurring income and cashflow. It said that it has 12 more acquisitions in the pipeline and terms were agreed for six of these with three expected to be...
Scotland branch members welcome expert speakers to share their insight

user7}{/mobile} In May, we were delighted to welcome former IFP president, Marlene Shalton FIFP CFPCM to discuss cashflow modelling, together with referrals expert Matt Anderson who talked about how to gain referrals from existing clients and improve...
Record attendance at South West branch

chairman Pete Matthew CFPCM. Firstly, Richard Allum CFPCM of The Paraplanners and Moneyscope gave a powerful talk entitled Cashflow Modelling – More than just a fancy chart. This really highlighted the benefits of cashflow modelling and lifestyle...
IFP corporate member profile: Novia

There is also an unrealised report for maximising the clients CGT allowance each year at client review. The integrated cashflow modelling software can help to reduce the input time, making it a viable option for lower value clients where the fee, in...
My Business: James Harvey of James Harvey Associates

have an annual planning meeting where we expect to discuss and review the big picture objectives and then run a lifetime cashflow forecast.The discussions that come from the process are great. Having the luxury of some extended time together sees...
Real life case study: Julie Lord of Bluefin

the best way forward would be to complete an assessment of her income and expenditure to enable me to complete a financial cashflow forecast and also assess her risk profile, to enable me to make specific recommendations. We use Finametrica as our risk...
IFP Fellows meeting for exclusive conference

Klonowski FIFP CFPCM from Klonowski & Co and Ian O'Connor FIFP CFPCM from Astute Financial Planning, include lifetime cashflow, financial independence and planners' fees. {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile} All...
LEBC launches guide to help with care fees planning

and other financial advisers. The self-funding information can be tailored to personal circumstances through the firm's cashflow tool. This gives the self-funder and their adviser an overview of the funding options available and the likelihood of...
IFP Fellows Day to be held next Tuesday 18 June

their peers. Topics, which have been decided by Francis Klonowski FIFP CFPCM and Ian O'Connor FIFP CFPCM, include lifetime cashflow, financial independence and planners' fees. {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile}...
2 in 3 Paraplanners are female and 46% earn over £30,000 a year

the IFP. Looking at the details of the role, the minority (21 per cent) are authorised and regulated by FCA. The use of cashflow modelling within their work was indicated by a large majority (82 per cent). Some 78 per cent work with three or fewer...
My Business: Jason Holmes of Lumen Financial Planning

annual turnover? JH: The team has grown and Lumen has become more focused on the areas that we are good at. At the start cashflow was critical so we took anything (within reason) but now we are trying to focus on a couple of niches. The journey has been...
My Business: Stephen Jones of Cooper Parry Wealth

values, goals, concerns and current financial position. Our Paraplanning team use this information to build a lifetime cashflow model which becomes the foundation of the financial plan we create for the client. FP: How has your team changed since you...
Real life case study: Ian Brookes of Critchleys Financial Planning

CFPCM of Critchleys Financial Planning discusses a challenging and complex retirement planning case where patience and cashflow planning paid off and saved the client considerable amounts of tax. I originally met with Mr Miles five years before our...
Real life case study: John Rook of Kench & Co

Rook CFPCM of Kench & Co gives longstanding clients verious scenarios for their finances with the help of cashflow planning and enables them to see how they can change their lives. Mr & Mrs Smith were referred to me in 2008 by Mrs Smith's parents whom I...

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