Prepare for your financial future in the best way possible with cashflow modelling and the support of an expert financial adviser.
Forecast your financial future with cashflow modelling
What is cashflow modelling?
Cashflow modelling is used by specially trained financial advisers to analyse and forecast your financial future over time, using your current and expected income from things like salary, pensions and investments. Cashflow modelling will also consider things like inflation and investment performance to ensure as accurate forecast as possible.
The purpose of cashflow modelling is for financial advisers to help you understand your projected financial future against your goals to see if you’re on track and if not what can be done to change it.
Benefits of working with an Ascot Lloyd financial adviser
At Ascot Lloyd, cashflow modelling is considered an essential part of how we build your financial plan. As a result, we have cashflow modelling specialists on hand to provide the best possible solution for your needs.
With the insights from the Cashflow Model and initial discussion with you, our advisers map out a financial plan best suited to you, looking at things like inheritance tax, income protection and tax planning, so you can understand what you need to do financially to achieve your goals and make informed decisions about your risk appetite.
Cashflow modelling remains valuable throughout your life. Your specially trained adviser will regularly revisit and update the cashflow model to reflect any significant inflation, tax, income, or expenditure changes. This way, you can update your financial plan and make informed decisions to achieve your goals.
Optimise your financial future with Ascot Lloyd
Plan, track and achieve your goals with our financial planning services. Get in touch with our team of experts today.
Cashflow modelling