Mortgage adviser Telford

Cashflow Forecasting

We use cashflow forecasting software to ensure that your financial objectives can be achieved and regularly review your plans to take account of any changes that impact these.

Mortgage adviser Telford

This is particularly useful at retirement, allowing you to see if your desired levels of income can be sustained from the assets you have built up.

Conversely, if you have a target asset size in mind, it can be used to help calculate what needs to be saved each month to help achieve this.

The software also allows us to incorporate one off changes to your circumstances, allowing for life events such as:

  • Gifts to family
  • Future Inheritances
  • Holiday home purchases
  • University fees

Please note that the software uses assumptions based on historic growth and inflation rates and projections cannot be guaranteed.

Contact Us

For more information on of the above services, please get in touch to arrange and informal, no-obligation chat with a member of our financial planning team.

COVID-19 Update.

Please note, due to the impact of Covid-19, timescales for mortgage applications and completions may take longer than usual. We apologise for any inconvenience this may cause.