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:
The FCA (Financial Conduct Authority) does not regulate cash flow planning.
Will is one of the founding directors of Rathmore Financial Limited. He maintains the same level of enthusiasm and drive for financial planning as he did when he entered the industry in March 1978. It’s just one of the reasons while multiple generations of families have turned to him for financial advice.
A firm believer in having a deep understanding of client needs, Will has used his experience to become an expert in retirement options and pension transfers, and this has enabled him to become a holder of the retirement advice standard from the Society of Later Life Advisers (SOLLA).
Away from Rathmore Financial, Will can be found tending his garden, throwing pots and cheering on Leicester City FC.
Since 1999 Floyd has developed an impressive CV. He has worked as part of a large national IFA’s specialist advisory team, reached the status of Chartered Financial Planner and is Bristol’s longest serving independent SOLLA member.
His experience means that he is equally at home in recommending both conventional and complex financial solutions to his client’s needs – all of which are made based on a deep understanding of their requirements.
Outside of work Floyd spends time with his young family, and can often be found behind the stove or his BBQ as he follows his passion for food beneficiaries.
Paul’s career in financial advice spans over 30 years. During this time he has built an impressive network of both personal and corporate clients, all of whom benefit from his expertise across personal cash-flow planning, at-retirement planning and a rigorous approach to problem solving.
His experience of dealing with an ever-changing saving and investment environment, supported by robust and comprehensive long-term financial planning methods, mean that his clients can be confident his recommendations will stand the test of time.
In his spare time Paul can often be found travelling the globe; a great way to indulge another of his passions – architecture.
Contact us today to book your initial consultation