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Assuming cashflow is required, the following results were found.

Budget 2014: Major changes will spur need for Financial Planning

term implications of such decisions is essential. The process a Financial Planner takes clients through, which includes cashflow forecasting and various 'what if' scenarios, supports this understanding in a way that a single moment of time piece of...
Key IFP dates coming soon

day on Wednesday 30 April in the Midlands will focus purely on key elements of the Financial Planning process including cashflow planning, the Financial Planning proposition, assumptions, the Financial Planner and Paraplanner relationship and more....
Thesis ups bias towards value style investing as sentiment improves

an IFP corporate member focused on professional partnerships, had until recently concentrated on companies with strong cashflow that were paying out solid dividends, but recently has shifted to a 60-65% weighting towards value-style funds. Steven...
Wealth firm: splash cash now to soften inheritance tax blow

may be, your money is ultimately there to be enjoyed." Towry used the example of a couple in their 70s who, through cashflow modelling, were found to have over £1m in surplus funds and used these to pay for private school fees for their six...
Growing South Wales Branch enjoys tips and insights from leading 'dragons'

to take on a part-funded graduate. Finally, Richard Allum CFPCM delivered a challenging address about the importance of cashflow modelling within a financial plan. Richard was keen to explain that cashflow modelling is an art not a science. He placed...
Real life case study: Pete Matthew of Jacksons Wealth Management aids an abused spouse

she was determined to take her future into her own hands and work hard to secure a retirement for herself to enjoy. The cashflow modelling exercise she went through as part of the Financial Planning process took her from being convinced she wouldn't...
Real life case study: Damien Rylett helps a widow beset by tragedy

was evident that Joanna was more comfortable now that everything was in the UK. Work has now started to compile alifetime cashflow forecast for Joanna. This is something that we do for our clients as we believe it is the only way of ensuring the...
My Business: Tina Weeks of Serenity FP

and beliefs are around helping our clients to live the best life they can live; with no regrets. Life Planning, cashflow modelling and Financial Planning are core for us, supported by a low cost, buy and hold investment strategy with ongoing coaching....
Real life case study: Ian Thomas of Pilot Financial Planning

of several hundred thousand pounds in the previous financial year. It was growing at 20-30 per cent compound each year and cashflow was well-managed. Despite this, with capital required to invest in logistics software, warehousing and other...
Real life case study: Jonathan Orchard of Old Mill Group

whether he had a financial director in the company and whether they had a business plan which involved looking at company cashflow. He stated that this was the case and I began to explain to him the same reason a company looks into the future and plans...
Financial Planner 'free' surgeries proving a hit with public

the costs of drawdown, the flexibility including death benefits and the risks involved. We even ran a very simple cashflow forecast to show that taking maximum withdrawals would erode the fund to almost nothing. "At the end of the meeting, Mrs X clearly...
More cash = more holidays for most Britons

financial plan in place gives them the confidence to know what they can afford to spend now and in the future. With cashflow forecasting, their finances are all mapped out for them; they don't need to guess." Opinium Research carried out 2,010 online...
IFP's Gazzard outlines 2014 focus and 2013 achievements

• 55% Business Owner • 27% IFA • 10% Compliance What's Important in yourBusiness? • Independence • Wraps • Life Planning • Cashflow • Why are you a member? • Develop knowledge and skills • Share best practice • Access relevant qualifications •...
Image gallery from last week's 2013 Paraplanner Powwow

Powwow sessions covered a wide range of topics including due diligence and platforms, what goes into a good report, cashflow planning and technology. He added that the Powwow team was particularly impressed with the success of Legal and General's (L&G)...
First Paraplanner Powwow gets under way in giant teepees

Following suggestions from delegates, topics will include due diligence, report writing, clean share classes, cashflow modelling, technology and platforms. Speakers will include Mark Polson from the langcat and Emma Napier from The Platforum. The main...
Paraplanners 'excited' about first Paraplanner Powwow

events. Following suggestions from delegates, topics will include due diligence, report writing, clean share classes, cashflow modelling, technology and platforms. Speakers include Mark Polson from the lang cat and Emma Napier from The Platforum. The...
Rowanmoor finds increased adviser activity post-RDR

user7}{/mobile} Other problems included the reduction in lifetime allowance and annual allowance and cashflow to small businesses. Robert Graves, head of pension technical services at Rowanmoor, said: "The advisers we met had a generally positive view...
Full schedule revealed for Paraplanner Powwow

Powwow. Following suggestions from delegates, topics will include due diligence, report writing, clean share classes, cashflow modelling, technology and platforms. The Powwow is designed to be an 'unconference' with delegates choosing topics and ideas...
Real life case study: Nicola Coates of Turcan Connell

might then follow! {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile} We went through their cashflow model and I included a scenario in which they purchased a boat, Allan confirmed that he had enjoyed researching what type of...
Leeds members learns about Paraplanning skills

technically proficient, highly-qualified members of advisory teams who are involved with: report writing, preparation of cashflow forecasts, implementing advice on financial products and client reviews but, in most cases, are not authorised to give...

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