Cashflow Planning

As part of our holistic approach at looking at financial matters, we offer a cashflow planning service.

Icon Cashflow Planning

Cashflow Planning Service

If you’re worried about whether you can afford upcoming life changes, we can review your affairs to forecast and plan a financial approach to meet your needs.

Some questions we can help you answer include:

  • Am I going to run out of money – or can I spend more now?
  • Can I afford private education expenses for my children or grandchildren?
  • If needed, will I be able to afford care home expenses later in life?
  • Am I on track to leave an inheritance to my children?
  • What should I do with my surplus income?

We sometimes look at cashflow planning to meet a particular goal and other times we look at lifetime cashflow planning to get a view of the financial picture long term. It depends on what you’re looking to achieve.

Without a plan, it’s easy to feel overwhelmed and uncertain. We can help clarify your situation and define a workable plan for your goals. Wouldn’t it feel good to run through the details and understand your position and the plans you need to put in place?

* Note: the Financial Conduct Authority does not regulate cashflow planning advice.

Paul has been a trusted adviser throughout many of my life stages and the contingency planning that follows. First home, moving house, marriage, divorce!, starting a family, re-marriage! and of course, retirement planning. But equally important, Paul is a really decent person…apart from his choice of football team!

Mr J Mainwaring, Surrey
Service Icon Cashflow Planning

Speak to the financial experts now

Ready to start that conversation? We are happy to talk with you at your convenience, please get in touch.

We realise that appointing an adviser is an important decision so we offer a free, no-obligation initial meeting.

T: 01932 955 955
E: hello@peppermintfs.com

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