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Assuming cashflow is required, the following results were found.

Thames Valley looks at success in a low interest rate environment

a dynamic discussion evolved, picking up on the intertwined themes of investment return expectation and Financial Planning cashflow assumptions. The meeting concluded with branch chair Mark Cherrill thanking Hasley for its upcoming sponsorship of the...
Architas outlines guidelines for advisers on capacity for loss

as the two are distinct issues. {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile} It suggested cashflow planning would be a good way of demonstrating the effect of losses to consumers and that non-financial issues such as...
My Business: Alan Dick of FortyTwo Wealth Management

completely agnostic whether it's active or passive. One excellent firm told me they hadn't applied because they "don't do cashflow forecasting". Knowing the firm in question I was shocked by this statement and it turned out that they use their own...
Accountancy and financial services SMEs optimistic about 2013

nine in 10 said the current economic climate is their main concern. This was followed by red tape and regulation with 50%, cashflow (24%) and rising energy costs (16%). The study also found that just 14% felt sales and orders would fall in 2013 although...
Cover feature: Wrap and platform survey

liquidity in clients' accounts. He continued: "Our RDR preparations allow for the full range of options to help manage the cashflow. This includes the ability to set upregulated, automated sub orders to encash units to cover the charges as and when they...
Real life case study: Kusal Ariyawansa of Appleton Gerrard

creation. {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile} Insurance and shareholding issues Cashflow modelling highlighted the fact that while his original plan was partly achieved, the vulnerabilities outweighed any sense...
My Business: Keri Carter of Broadway Financial Planning

offer a comprehensive Financial Planning service to all of our clients and believe that without providing a full lifetime cashflow and following the six-step process, we cannot truly provide our clients with the service they need. Our initial planning...
Delegates attend workshop on the practicalities of Financial Planning

Management and Paul Armson from Inspiring Advisers. They will be speaking about the journey to true Financial Planning, cashflow planning, risk modeling and how to create profitable Financial Planning relationships. The day will be followed by an...
RDR-implementation will challenge firms in 2013 warns Ernst & Young

of 2013. Factors affecting the changes included the advice sales process, firms' financial model, advisers' attitudes and cashflow. {loadposition user6} Adviser and client attitudes will play a big part at the start of 2013 if the adviser believes they...
Real life case study: Dan Woodruff of Woodruff Financial Planning

while Nigel was a cautious investor. {loadposition user6} The next step was to take all this data and to undertake a cashflow analysis of each director's situation. We used their current and future spending patterns to assess the likely changes to their...
Scottish Conference 2012 ends a busy year for IFP events

include Robert Lockie FIFP, CFPCM on Assumptions in Financial Planning, new IFP board member Richard Allum CFPCM on cashflow modelling, Kim Bendall CFPCM on Paraplanning and Paul Armson on making sure clients "GET" Financial Planning. {loadposition...
Surrey branch looks at how members can add value to client relationships

and passionate I know – plus the reason why I took on the branch chair role) actually does what he does. For those new to cashflow planning, it was a fantastic introduction. My key 'take-away' from listening to Nigel was how he bridges from the bucket...
Real life case study: Parminder Bains of PSB Wealth Management

but wanted to hold them in a more tax efficient environment if this could be achieved. We then carried out a lifetime cashflow assessment of their objectives and discussed various scenarios. They were very happy with the results and encouraged by the...
My Business: Ian O'Connor

with clients, to help them describe and achieve their goals in life. We only offer comprehensive Financial Planning using cashflow modelling. In line with the six stage process, after first building our clients' Financial Life Plans; we will liaise with...
More than 100 delegates attend IFP Paraplanner conference

a session on the differences in the role, particularly comparing internal and outsourced roles and Richard talked through cashflow modelling and the impact that this had on Financial Planning. {loadposition user6} The unorthodox and wonderful BJ...
IFP Sponsor Profile: Close Brothers Asset Management

What we can offer in return? Close's core investment premise is to deliver true risk-adjusted returns, built around the cashflow requirements of individual clients. As a result, our focus is geared towards the optimisation of asset allocation and client...
Real life case study: Mark Brownridge of Mazars

and Ceri that the next stage of the process would be for us to consider their circumstances and objectives and undertake a cashflow analysis. This would identify what was achievable given their finances and also help shape our recommendations as to the...
My Business: Sylvia Bentham

do you offer to clients and what are your fees and charges? SB: We offer full holistic Financial Planning using lifetime cashflow forecasting using the Truth software. We charge a fixed fee for the financial plan and review service and a percentage of...
Planning tech firm Voyant reports 520 firms on board after 3 years

has seen a 125 per cent increase in user numbers with over 520 adviser firms now subscribers of the Voyant Adviser online cashflow planning solution. Together with many smaller ‘new model adviser’ firms, Voyant is also used by major names such as UBS,...
Cashflow modelling-IFP President impresses

FIFP, CFPCM was warmly welcomed to speak at the Bristol branch March meeting. Her presentation centred on using the cashflow model with clients and how it can be best delivered to maximum effect. Cashflow modelling is an important part of most IFP...

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