What is a Cashflow Forecast?

A cashflow forecast allows us to visualise your finances going forward. The more accurate information we put into it, the more realistic it will be.

It takes into consideration your incomes both now and in the future, your planned expenditure as well as savings and pensions you have.

To make it more realistic we can build in inflation and assumed growth rates of your savings and investment to understand how your finances play out over future years.

Below is a short video showing how cashflow modelling works.

Your Financial Adviser will shortly send you a personalised link via email to complete your financial information.

It will be tailored for you and “https” encrypted – which means all data exchanged is completely secure.

To complete, simply click on the link provided and follow the instructions. It should only take a few minutes of your time:

Note that you will also require a 4-digit PIN to access the form for the first time – this will also be sent to you.

Once you have completed the form, simply select “Submit Data Capture Form” at the very end. We will then be immediately notified that it has been returned to us.

We’ll then contact you once we’ve completed the cashflow plan to discuss this further.