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Cashflow Modelling Service

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What is Cashflow Modelling?

Cashflow modelling is the process of assessing a clients current and forecasted wealth, by using analytical and forecasting software.

It is much more than an enhanced income and expenditure forecast, as It brings the potential future into the present, allowing clients to see the impact a decision taken today could have on their goals.

Quite simply, cashflow modelling helps brings your advice to life.

Why use Cashflow Modelling for your Clients?

Financial cashflow modelling has quickly become an essential part of the advice process and the differentiator for many Financial Advisers, allowing clients to understand the impact expert advice is making to their lives.

How we can help

We can support you and your practice with cashflow modelling, by creating bespoke reports for your clients on your behalf.

Whether you have prior experience or have never utilised cashflow modelling before, we are here to help.

We can...

Build your cashflow and talk you through it, ensuring you are well prepared when discussing with clients.

Provide printable reports or interactive models to support your client conversations.

Run a number of scenarios to show the impact of different planning options.

Update these each year as part of your review, providing further value and cementing your relationships.


"Cashflow modelling allows you to cut through the noise and articulate to your clients' that the plan you put in place is still relevant, or to show the impact the current climate is having on their future goals.

Given these uncertain times, it presents a great opportunity for you to be able to show the true value that you bring to your clients."