Services

Cashflow Modelling

How much do you need to live your ideal life?

Are you on target to meet your objectives to be able to fund your lifestyle?

Do you know what income and outgoings you have, and how that may change in years to come?

Are you saving enough to meet your lifetime objectives?

When will you be able to afford to retire?

Arrange a meeting with a financial adviser

Our expertise

Our independent and chartered financial planners can help you to understand where you are on your financial journey, and what you need to do to secure your finances in order to meet your personal objectives.

Using our simple but effective online cash modelling software tools we can help you forecast your financial patterns based on your lifestyle now and in the years to come. We can then help you plan ahead accordingly with goals-based support. The process is easy to understand and enables you to comprehend different scenarios and to project forward using realistic assumptions and allowing for market events. The advanced software we use can factor in things like the tax consequences of various strategies, changing pension legislation, and adequate provision for your loved ones in the event of your death or disability.

The process

The whole process of cashflow modelling can be carried out remotely, if you would prefer not to have a face-to-face meeting. It is a very robust stress test of your plans if you are approaching retirement, reviewing your retirements plans or thinking about appropriate ways to meet your savings and investment goals. It should be emphasised that cash flow modelling is not designed to sell you a product – it is an integral part of the financial planning services we offer, and one of the ways our independent professional advisers pro-actively help our clients manage their savings and investments.

The Independent Financial Advice Services referred to on this website are provided by Scrutton Bland Financial Services Limited (company number 01288848). Scrutton Bland Financial Services Limited is authorised and regulated by the Financial Conduct Authority. The FCA registered number is 209451.

Please note that Scrutton Bland Financial Services Limited is not a member of the Scrutton Bland Group and is owned by Emery (IFA) Ltd whose registered office is 5 Kings Court, Newcomen Way, Severalls Industrial Park, Colchester, England, CO4 9RA. The ultimate controlling party of Scrutton Bland Financial Services Ltd is Socium Group Holdings Ltd whose registered office is Level 13, 20, Primrose Street, London, England, EC2A 2EW.

An exclusive introducer arrangement exists between Scrutton Bland LLP and Scrutton Bland Financial Services Ltd whereby all enquiries in respect of financial planning advice received by Scrutton Bland LLP are passed to Scrutton Bland Financial Services Ltd. At the present time no commission is receivable by Scrutton Bland LLP in respect of these arrangements.

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