+44 (0) 1895 544 001    info@ibbwealth.co.uk

Cash Flow Modelling

Knowing your future lifestyle is secure

Making provision for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation. Cash flow modelling can be a key component of your financial planning review.

Part of this process is to understand ‘your number’ – in other words, the amount of money you’ll ultimately need to ensure complete peace of mind in knowing your future lifestyle is secure and making sure you don’t run out of money before you run out of life.

By getting to know you and what you want to achieve, we’ll be able to provide you with a detailed action plan that is focused on you. Using a holistic financial planning process, we can get a clear view of your current lifestyle and the life you want to live.

With the guidance of your Wealth Team Adviser, cash flow modelling can help you visualise your current financial position and demonstrate how your future financial goals and objectives can be achieved. Life events, investment performance and taxation can all be taken into consideration to give a reviewable and detailed plan.

To find out more about how we can help you, please contact our Wealth Advice Team on 01895 544 001 or email info@ibbwealth.co.uk.

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