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Assuming cashflow is required, the following results were found.

Technical Update: Income Investing

consistent dividend growth is among high quality stocks – large multinationals with strong market positions and steady cashflow that enables them to increase their dividends year after year. However, since these ‘defensive’ companies can fall behind...
Real life case study: Stephen Jones of 75point3

tax bill was around £540,000 projected to grow to over £900,000 in the period. {loadposition user6} As with any lifetime cashflow model, the projection is based on assumptions about asset growth but unlike future needs-based modelling, asset under...
My Business: Chris Bowmer

goals and objectives and then create a Financial Plan to help them to achieve them. Each client has a bespoke Lifetime Cashflow Model, which enables them to visualise the impact of different decisions. Once the financial plan has been agreed, we help...
One day until Paraplanner Conference takes place in Nottingham

this year’s event is ‘Maximising Your Potential’ and covers topics such as tax planning challenges, asset allocation and cashflow planning. The topics have been chosen specifically with Paraplanners in mind to help them gain the most benefits and...
Only limited places available for IFP's Paraplanner conference

technical and personal development topics, and keynote and track sessions including: Asset allocation in the 21st century Cashflow planning - bringing money to life Essential strategies to use your time more profitably Tax planning challenges &...
Real life case study: Martin Bamford of Informed Choice

gifted property also removed if she survived for seven years after making this Potentially Exempt Transfer. Our lifetime cashflow forecast for Margaret revealed that disposable income would be quite tight after gifting the property and starting to pay...
My Business: Chris Jordan

Parents may ask us to look after their children for example. The next generation would not necessarily get a full lifetime cashflow forecast, however, unless they can afford it or their parents pay for it. It then becomes something to aspire to. If you...
Surrey IFP branch members learn more about business growth and cashflow

on the topics of business growth and questions to ask a private banking partner and second on maximising the value of cashflow modelling and working effectively with Paraplanners. Adam Young of Dragonfly Financial Planning and Graeme Price of UBS kicked...
Aberdeen Asset Management holds Adviser Intelligence session in London

were based on delegate feedback from previous sessions held last year and included risk profiling, client suitability, cashflow modelling and macro trends for advisers approaching RDR. {loadposition user6} Lauren Klugkist, marketing manager at Aberdeen...
My Business: Ben Westaway

you run to ensure everything runs smoothly? Do you have a weekly practice meeting, for example? BW: We use Voyant for ourcashflow planning. We have found the Voyant team to be very responsive to queries and to changes in legislation. At the moment we do...
Kent & Sussex branch concentrates on personal development

myself in Tunbridge Wells on 10 May at 3pm. We’ll be looking at questions to ask a privatebanking partner, the value of cashflow forecasting and working effectively with Paraplanners."
Prestwood offers workshops to maximise business with entrepreneurs

Business Intelligence’ will explain how to use the technique of ‘key ratio analysis’ to gain more business. By linking cashflow analysis with corporate business planning to target directors and business owners, Prestwood says the services may justify...
Real life case study: Justin King of MFP Wealth Management

{loadposition user6} Once I had established the lifestyle that Michael and Margaret wished to live, I created a lifetime cashflow forecast which illustrated that the couple would continue to need an extra £300 income per month to meet their on-going...
My Business: David Crozier

do you offer to clients and what are your fees/charges? DC: We offer holistic Financial Planning based on a lifetime cashflow model. We feel very strongly that cashflow models are necessary to give clients the context in which to make decisions, and...
Becoming an Accredited Financial Planning firm

to firms who have been assessed by the IFP as having met the highest standards of service. Accredited firms will provide cashflow modelling, have clear investment processes and well qualified, ethical staff who act with fiduciary responsibility....
IFP's first Financial Planning one day conference taking place this week

and Claire Goodwin from Taylor Oliver. There will be eight sessions available for delegates to attend on topics such as cashflow planning, building greater levels of trust and engagement, creating profitable Financial Planning relationships and the...
Aberdeen Adviser Intelligence sessions to cover client suitability

response from delegates. The theme of the sessions this time will be client suitability and topics include risk profiling, cashflow modelling and macro trends for adviser businesses approaching RDR. Speakers include Phil Billingham CFPCM from threesixty...
Friends Life platform encourages workplace saving

to individual employer needs through bespoke pricing, proposition and branding options. It will also offer risk profiling, cashflow forecasting and track and compare funds to help members analyse the performance of their funds. Friends Life hopes the...
IFP sponsor profile: Transact

that it is difficult to imagine providing holistic Financial Planning without using a wrap service. But in addition, a cashflow modelling tool, a capital gains tax computation facility and a client cash account are among just a few other aspects of high...
Real life case study: Craig Palfrey of Penguin Wealth Management

advised them to have two with profit endowments. They had a small amount of money in Isa investments as well. We ran two cashflow scenarios for, and with, the client – one showing how life would look if we kept the mortgage on its current repayment...

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