Cashflow modelling

Forecast your future finances

We believe you start at the end and work backwards.

You need to establish your goals before you implement a plan to meet them.

We help you to define your goals and track whether you are on course to meet them.

  • If you want to understand if your goals are achievable
  • If you want to understand the potential consequences of changing your mind
  • If you want a better understanding of how your competing objectives impact on each other

… then you need Cashflow Modelling.

Unlike many other Financial Planners we don’t charge a separate fee for this service. We believe Cashflow Modelling is key to your success, so providing you opt for our MGT Invest Plus or MGT Wealth service plan, it is included in your annual fee.

Using intuitive software, we’re able to show not only your current financial circumstances but visualise our recommendations and the impact they may have in the future. We can pinpoint your goals and explore what’s necessary to achieve them, all in a clear and highly collaborative format. Ultimately, it enables us to build a highly bespoke plan designed to set you on the right path.

We will meet with you at least annually to discuss the changes that have taken place in your life, your changing objectives and the changing economic conditions. We will update your Cashflow Plan to determine what impact these changes have had and help you to take the decisions necessary to get you back on track.

If you fail to plan, you plan to fail.

If you would like to take control of your finances and implement a plan to meet your objectives, contact us today to arrange a complementary no obligation appointment to discuss how we might be able to help.

How you benefit…

Visualise your future

We’ll be able to visually demonstrate your future financial situation, building a clear picture of where you are versus where you want to be – and what needs to happen to achieve it.

Explore the possibilities

We can ask ‘what-if?’ questions, like ‘when can I retire?’ or ‘can I afford to take this holiday?’, and by modelling the different scenarios, be able to forecast the financial impact they would have.

Plan for the unexpected

Life is always changing, and sometimes things happen that throw a financial spanner in the works. Cashflow modelling can help us plan and protect against unforeseen circumstances.

Predict the service level you need

By visualising your future financial situation, we can effectively determine the level of service you’ll need from us going forward, be it a light touch or a more in-depth relationship.

Complete the form below and we’ll get in touch to see how we can help you achieve your goals.

Don’t just take our word for it, here our software partner demonstrates the value of cashflow modelling, let us help you take control.

Client based in Cheshire

Mark provided clear, concise and understandable information on the options that were available to us. He talked us through our risk profile and provided sound advice on the action for us to take going forwards.

Client based in West Yorkshire

Mark is excellent at explaining the complexities of investing to somebody with very little understanding of financial matters. He has devised a portfolio of investments that should give me a comfortable living. He’s a likeable, approachable person with so much patience.

Client based in Cheshire

When we were looking to set up a trust fund for our daughter, Mark talked us through every step of the way. He made sure we fully understood the nature of what we were looking to achieve and formulated a sensible approach to the trust investment.

Client based in Cheshire

Having released equity from my house sale, I needed specialist advice regarding how to invest the money to achieve the best return. Mark helped by producing a comprehensive financial portfolio. He thoroughly explained how the service worked and was very helpful and professional throughout the whole process.

Client based in Cheshire

Mark has helped a number of my clients with key person insurance. He’s also reviewed my pension pots and advised me on the best way to manage them moving forward. I value that he’s available when I call.

Client based in Cheshire

Mark has listened to what I want to achieve and created a portfolio of investment products to meet my needs. He has clearly explained the options that are available to me along with the benefits and risks of each of the investments he has recommended. Mark has been my financial adviser for over 10 years and during this time I have been very happy with the quality of the advice he has provided to me.

Client based in Cheshire

Mark helped by initially spending time to understand my goals and objectives not just from a financial point of view but also for my life in general. He produced a detailed report that reflected our discussions and included recommendations which encompassed an overriding strategy. Mark has advised me on other important financial matters such as my pension, retirement income and inheritance planning.

Private client form

Whether you have an existing portfolio that you need to review, your current adviser has let you down, or your surplus cash is not working hard for you, we can help.

Call us today to arrange a complementary, no obligation meeting to discuss your circumstances.

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