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Cash-flow modelling

Odyssey July 2016

See your future in colour

What is cash-flow modelling?

What outputs?

Depending on the software used (we use “Voyant”), outputs can include:

How does it work?

How can it help you?

It can help you and your financial adviser to answer some very important questions such as:

I have personally used Voyant with each of my clients for the last 3 years and wonder how on earth I coped without it before!

It’s not just a one off job

Financial planning is an ongoing process and it is really important that it is reviewed at least yearly or more often if your situation is complex or changing.  If you do this then you will never drift too far off track. Your financial adviser will be able to update your financial plan on a regular basis to make sure any changes are incorporated. It’s also a great time to discuss any changes to legislation, taxation, pension regulations and anything else that might affect you.

If you would like to see ‘your future in colour’ and learn more about the benefits of cash-flow modelling, speak to your existing financial adviser or contact me.  I would be more than happy to help; initial meetings are held at no cost to you and are without obligation.  I work on an independent basis and live near Chelmsford.

Voyant is only used as a visual aid to illustrate what could happen in your lifetime. The value of your investment can go down as well as up and you may not get back the full amount invested.

The views and opinions expressed in this article are those of the author and do not necessarily reflect the opinions, views or policy of Prettys LLP.

Andy Langworthy, Financial Adviser

Foster Denovo Ltd

07885 912508
andy.langworthy@fosterdenovo.com

 

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