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Assuming cashflow is required, the following results were found.

Financial Planning Today magazine issue 2 is launched

Paraplanner Cathi Harrison on her growing business and her confidence in Paraplanning's future • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • Insights from PFS chief executive Keith...
22% say cashflow model NOT key for true Financial Planning

Planning Today magazine she tells potential clients to go and see another adviser if they fail to see the value of cashflow modelling. {loadmodule mod_acepolls,The Financial Planning Today Poll} Mr Bamford said: “I wasn’t surprised to see the poll...
Prestwood to unveil ‘next generation’ cashflow software

Prestwood, a company which provides cashflow modeling software to Financial Planners and Paraplanners, is to launch a new “next generation” version of its Truth software in October at the CISI-IFP Financial Planning conference. The radical new version...
Martin Bamford: Cashflow modelling not essential

form as software be considered essential for Financial Planning. Join the debate on Twitter using the hashtag #cashflow. See @FPTodayMagazine, @FPTodayNews and @martinbamford for more. Martin Bamford CFPTM Chartered MCSI FPFS is managing director at...
New 'robo adviser without the robo' to launch

plans, for example. Mr Chamberlain said that the company remained a big supporter of professional Financial Planning and cashflow modelling but that some clients, perhaps orphan or new clients or those with smaller assets, required a different, cut-down...
New Financial Planning firm launched by ex-IFP chief

will run Magenta Financial Planning in a joint venture with Gretchen Betts CFPTM, who has been a colleague for years. Cashflow modelling will be the backbone of the business, the duo have said. Poll {loadmodule mod_acepolls,Financial Planning Today...
Cashflow model firm created by planners launches IHT tool

A company providing cashflow modelling tools that was created by a team of Chartered Financial Planners from South Wales has launched a new IHT Calculator. CashCalc has come up with the tool, which aims to be the “most comprehensive inheritance tax...
Cashflow model to be backbone of new Financial Planning firm

Cashflow modelling will be the backbone of a new Financial Planning firm, its managing director says. Magenta Financial Planning is headed up by former IFP President Julie Lord CFPTM and long time colleague Gretchen Betts CFPTM. Launching at the start...
Ex-IFP President: See another adviser if you don't value cashflow model

A former IFP President says she tells potential clients to go and see another adviser if they fail to see the value of cashflow modelling. Chartered Financial Planner Julie Lord CFPTM Chartered FCSI told Financial Planning Today that the use of the...
My business: Carolyn Gowen of Bloomsbury

advice B) Financial Planning? CG: A) looks at elements of a client’s situation in isolation. Does not incorporate cashflow modelling or linking goals to resources available B) looks at a client’s situation holistically. Incorporates cashflow modelling...
Financial Planners: The key to a good CRM system

FirmTM Mazars What Financial Planning Software systems are you using and what are the pros and cons? We use Voyant for cashflow planning. As an Accredited Financial Planning FirmTM, cashflow planning is a vital weapon in our advice armoury and we made...
My Business: Gareth Rees of Epoch Wealth Management

to achieving this? Gareth Rees CFPTM: Fundamentally, it was the client proposition which got us over the line. We adopted cashflow modelling from our inception and it’s a cornerstone of the advice we give. We spent a lot of time re-developing our client...
Real life case study: Emotions run high for client couple

at the time of our planning meeting was £225,000. As we collated all the information we built Harry and Lucy’s lifetime cashflow model. Initially, this did not look particularly healthy as it had them running out of money around the age of 90. As such,...
Ex-IFP chief's fears over 'proper' cashflow modelling

A former IFP President has “grave concerns” about whether advisers are using cashflow modelling tools properly – but she is against FCA intervention. Julie Lord CFPTM, Chartered FCSI, a director at Prestwood Software, said the lifetime cashflow model...
National advice group eyes 9 takeovers this year

ago. It specialises in wealth management for high net worth individuals and corporate clients, with financial planning and cashflow modelling at its core. MMLP senior partner Michael Moore said: “I set up MMLP in 1971 and the last five years, since...
Succession gains full DFM permission from FCA

fund managers and platform providers”. He pledged that clients would get an individual life plan, supported by full cashflow forecasting, and delivered on a platform and “in range of funds that are designed specifically for their individual needs”. The...
Financial Planning tool for iPhones launched by Voyant

planning and forecasting tool, it has been modelled around the original Voyant Adviser solution which has elements such as cashflow analysis and tax and estate planning strategies. There are new features which expand opportunities for client...
Bank holds base rate at 0.5% despite rise threat

way. The committee also voted unanimously to maintain the asset purchase programme at £375bn and to reinvest the £6.3bn of cashflows associated with the redemption of the December 2015 gilt held in the Asset Purchase Facility. The Bank noted that 12...
AXA Wealth launches LifePlanning toolkit

for innovation is increasing with half of advisers saying they are looking to offer new investment services, such as cashflow and income modelling, in the wake of the pension freedoms. The amount of choice and flexibility consumers now have has meant...
Paraplanning apprenticeship has 'host of practical problems'

even on cost, worsened by October's significant hike in the apprenticeship rate and adding further initial costs to the cashflow burden is likely to rule out most smaller employers.” {desktop}{loadposition user6}{/desktop}{mobile}{loadposition...

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