Using the most up to date technology combined with your personal financial analysis we can create a picture of your future cash flow trajectory.
This technology allows us to create a report based on a variety of scenarios, such as predicted retirement incomes, the impact of equity release, or increases in capital such as inheritance. This will provide you with a full and quantifiable picture of your options, so that you have as much information as possible to make informed decisions on your financial future. After this assessment we provide you with a full report so that you can continually reference why and how you are working towards attaining your interim goals.
We can review and amend this cash flow trajectory at any point if you would like to address any additional ‘what if’ scenarios, or if you have unpredicted changes in your finances or personal circumstances.