Cash flow planning

Cash flow planning

We are very proud to offer cash flow planning to our clients as standard

Cash flow planning is a way of understanding your current financial situation and what it may look like in the future.

It is often the first step to answer those “can I afford to…?” questions.

Once we understand your goals and situation, we input your financial details into our tool to forecast the likelihood of your objectives being met. This is based on several assumptions such as inflation, expected returns, planned inflows and outflows. We can tweak the assumptions to see how your chances of achieving your goals can be increased.

This can result in a very thought-provoking and fruitful discussion. It sets the scene nicely for investment management – how to invest and structure your portfolio so that you are in the best position to achieve your goals.

Contact us

If you would like to start the conversation, please get in touch.

We would be delighted to meet you at our offices, which are based on the banks of the Thames (by appointment only).

Equally, we would be happy to:

  • Have meetings at your home or place of work.
  • Take advantage of the river and have a stroll along the Thames Walk.
  • Use Zoom to have convenient virtual meetings.