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Assuming cashflow is required, the following results were found.

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...
Plans underway for Financial Planning Week 2012

the board. Tools available during Financial Planning Week proved popular - with Prestwood/Truth offering a version of its cashflow forecasting software and Finametrica offering a risk profiling tool to enable usersto work out their own capacity for...
My Business: Andrew Brook Dobson

you run? ABD: Document Management System – Volume from Watermarktech. Client Database – Adviser Office (1st) from Avelo. Cashflow planning – Truth from Prestwood. Each Monday we also have a weekly management huddle, a weekly team huddle and a weekly...
Suffolk Life holds roadshows on pensions market

Floyd, the former editor of Pensions Management. Speakers will include Rollo Wilson on using property and pension as cashflow for small businesses and Claire Brooks on end of year tax planning. There will also be a speaker on platforms and the platform...
Philip Congrave retires from Prestwood Software

to Prestwood for consultation for 12 months to ensure a smooth handover. He joined Prestwood in 1986 and pioneered cashflow modelling, a tool now used regularly by Financial Planners. Last year he introduced the regional mentoring programme which allows...
Finding a better way of doing business

the basics right. Sessions will work though key elements of Financial Planning including Financial Planning assumptions, cashflow modelling, life planning, communicating the service to clients and managing your first meeting. To round off the day, coach...
Surrey branch finishes 2011 with bubbly flourish

about planning assumptions to help clients achieve financial independence. In particular whether those we use in lifetime cashflow planning were relevant, adequate, reasoned and reasonable. Mike Morrison (AXA Wealth’s pension guru) then held the floor...
IFP Scottish conference enjoys positive feedback from delegates

of Financial Planning software and tools in general. Sandy Robertson FIFP, CFPCM then proceeded to break down what using cashflow modelling actually meant in practice. The IFP’s view is that professional Financial Planning should be built on scenario...
Ascentric offers Prestwood link on its platform

Institute of Financial Planning, in 1984 and is one of the leading adviser tools on the market. The software incorporates cashflow modelling tools to help clients achieve goals and objectives and record clients assets, policies, investments and...
Financial Planning Week hailed as great success

page. Tools available on the Financial Planning Week proved popular with Prestwood/Truth offering a version of its cashflow forecasting software and Finametrica offering a risk profiling tool to enable users to work out their own capacity for risk....

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