What is Cash Flow Planning?

We analyse your income and expenditure and forecast this for your future lifetime taking in to consideration your personal circumstances, savings and debt along with your short, medium and long term goals.

These goals could including funding your children’s or grandchildren’s school or university fees, purchasing a second property at home or abroad, understanding when you want to slow down and ultimately stop working to travel more and live your dreams and ambitions.

We use advanced planning tools to create a lifetime cash flow plan which will identify how likely you are to achieve your goals and help you prioritise and identify the actions you may need to address to aid your journey towards financial independence.

Is this service right for you?

The service is designed for individuals who want to take control of their financial future and understand not only where they are heading but also the implications potential decisions or events may have on their future cash flow and financial goals.

Creating your Plan

We work with you to gather details about your current financial situation; your assets, liabilities and expenditure.  We listen to your hopes and dreams but also to the worries that keep you awake at night and help you to clearly define your most important goals.

We then create your plan and test various scenario’s to reflect some of the uncertainties that life brings

 

 

 

Our Approach

We apply a consistent, repeatable but highly personalised approach to cash flow planning

1
Step 1
Discovery: we listen and data gather
2
Step 2
Enlightenment: we create your plan
3
Step 3
Control: we regularly review and adjust your plan
 

Contact our dedicated adviser

Peter Magliocco
Chartered Financial Planner

 01883 332260  Direct: 01883 332264  peter.magliocco@wingatebs.com