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Assuming cashflow is required, the following results were found.

Welcome to our new daily news service for Financial Planners

advice, free from the taint of commission. In recent weeks a leading figure at the FCA has also voiced support for cashflow planning, a daily activity for many IFP members who are reviewing their clients financial needs. Our new website will cover all...
More London Paraplanner Powwows set to come

to emerge from the London Powwow, Mr Fryer said that the “biggest eye opener was the amount of people moving towards cashflow planning.” Mr Fryer, owner/director of outsourced Paraplanning firm Plan Works, led a discussion about the review process, what...
Real Life Case Study: Richard Watkins CFPCM of Close Brothers

reliance on bank borrowing, asset financiers, invoice discounting and, of course, cutting costs. This can cause a cashflow problem and can, in fact, lead to the collapse of a successful business. This was not a failing business; this was not a plan with...
Real Life Case Study: Parminder Bains CFPCM Principal of PSB Wealth LLP

holdings in her pension and ISA portfolio. I also asked her to put some numbers on her ideal vision so I could do some cashflow modelling. I call this visioneering! It was apparent Lisa was very proud of what she did and she was good at it. She was, by...
My Business: By Julie Pipe CFPCM

asking what a Paraplanner was as I hadn't heard the term before. Andersen Charnley were Financial Planners and the cashflow spreadsheet was a fundamental part of the advice process. I realised how different fully integrated 'Financial Planning' could be...
Aviva strikes deal worth £5.6bn to take over Friends Life

precision, building on each other's strengths and addressing the challenges. "Consistent with our investment thesis of cashflow plus growth, this transaction will increase our cashflows and reduce our leverage and support continued growth in our...
Paraplanners to assemble for latest Powwow in London

the length of reports, such the detail to include, what to put in appendices, how to deal with Financial Planning reports, cashflow and life planning. Following the two main sessions, there will be a closing 'question and discussion' session, where...
Real Life Case Study: Darren Lloyd Thomas CFPCM

I needed to demonstrate very clearly what was going wrong here, and to do it in an impartial way. I decided to run a cashflow model using a very simple Excel spreadsheet that we keep for such instances. I inputted the current portfolio value of...
Full interview: Life Planning founder George Kinder

our new Adviser Life Planning website, our new simplified retirement tool called BERT (if you don't have a few hours for cashflow modelling), our Profiles in Life Planning video series and our search-engine for consumers to find an adviser they can...
Cumbrian coterie converges to consider clients' care and cash-flow conundrum

the funding of care fees may not be required by everyone, it should certainly be modelled in every client's financial cashflow. {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile} Partnership's Graham Duffy gave an engaging...
Real life case study: Gemma Davies of Uniq Family Wealth

and in the future) needed to work for her. We would begin any long term client relationship with compiling a bespoke Cashflow Forecast. In Alison's case, this took into account her post-divorce assets including the marital home, which was subject to an...
Feature: How tech is driving Financial Planning efficiency

user7}{/mobile} Cash-flow modelling One technology constant throughout the history of Financial Planning has been cashflow modelling software and although there are a number of systems on the market many planners say that the main choice for them is...
Comprehensive conclusions for Cotswold collective

CFPCM. Using Paul Armson as a mentor he has embraced the 'three hats' approach to financial planning; lifestyle planning; cashflow analysis and implementation. The principal aim of the approach is to provide clients with the peace of mind to enable them...
Real life case study: Mark Brownridge of Mazars

this liability which was far in excess of what Mrs Walker had anticipated. Our Financial Planning team then undertook a cashflow modelling exercise, discussing with Mrs X her income and expenditure needs now and in the future. This concluded that the...
Welsh rugby legend in audience at IFP event

would almost be forgiven for thinking that with that line up the theme would be sports-related but today it was all about Cashflow Forecasting – a core element of the Financial Planning process. Andrew's presentation focussed on the timing, averaging...
Average Paraplanner earns £30k-£35k a year

are Chartered Financial Planners. Some 22% are working towards Level 6 qualifications. Other results showed that 79 % used cashflow modelling either personally or their firms used it. More than 100 Paraplanners attended the IFP Paraplanning Conference...
Accredited Financial Planning survey was 'valuable'

including adherence with a code of ethics and practice standards, following the six step Financial Planning process with cashflow planning as a default service, attaining qualification standards well ahead of the FCA required levels, providing clarity...
Prestwood unveils cloud-based Financial Planning modelling

with a promise that it would help free planners from the shackles of the desktop computer. The cloud-based lifetime cashflow modelling service is the same as the desk-based service but allows remote access via most devices including tablets and laptops....
IFP Accredited Firms look after £6.5bn of client assets - survey

including adherence with a code of ethics and practice standards, following the six step Financial Planning process with cashflow planning as a default service, attaining qualification standards well ahead of the FCA required levels, providing clarity...
IFP corporate member profile: Prestwood® Software

Software provides the leading UK Cashflow Modelling tool for Financial Planners, and has for almost thirty years. Our software is designed by Financial Planners, for Financial Planners.As a result, we are constantly innovating to help our customers meet...

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