Personal Cash Flow Planning

We take a comprehensive approach to cash flow planning and modelling – helping you understand how close you really are to achieving your goals, so you can make better informed decisions in the future

At its most basic, personal cash flow modelling involves assessing your current and projected income and outgoings. Our experienced financial advisers will guide you through the process, building up a clearer picture of how your current finances would look in the future based on a wide range of factors including inflation and interest rates.

Gain a clearer view of your finances

The Rathmore Financial approach to cash flow analysis and lifetime cash flow modelling aims to provide you with greater certainty when making important decisions. It also assists us in making the appropriate recommendations for you to help combine living for today with preparing for tomorrow.

Get in touch today to find out more about how we can support you achieve a more secure financial future.

Do note the following:

Tax treatment is based on individual circumstances and may be subject to change in the future.

The FCA (Financial Conduct Authority) does not regulate cash flow planning and tax planning.