Cashflow planning

We use cashflow modelling to map your current financial position and goals. We will create future scenarios and financial projections to enable you to make informed financial decisions.

We then work with you to define what actions you should take to align your financial strategy with your life goals. We implement the required actions for you and monitor your plans closely to ensure you stay on track.

By using cutting-edge financial planning and economic modelling tools, typically available only to institutional investors, we can design a robust plan to achieve your goals and will keep you updated on progress at our regular reviews.

We can help plan your future by looking at the following aspects:

  • Map assets, liabilities, income and expenditure
  • Set your goals
  • Prioritise and build timeline
  • Project ambitions into the future with economic modelling
  • Forecast probabilities of achieving goals
  • Model “What-If” scenarios
  • Ongoing review and adapt

The Client Journey

Starting with identifying your goals and objectives, we’ll work with you to create and implement a bespoke plan.

Learn more

“As investors with SJP for more than 14 years, we remain both delighted and impressed by the company. Their business model and investment advice is second to none. Andrew Macintyre has continued to reassure and give excellent counsel when markets have been volatile. Prior to our retirement relocation to Scotland, previous SJP advisers gave structural investment advice which made profound changes to our choice of lifestyle.”

Nicholas and Rosalind Grant – Perthshire
Let's chat

Let's have a chat.

To learn more about how we can help you, please get in touch by filling in the contact form, clicking the book a meeting button which will take you directly to our calendar or call us on 01887 377810.

Alternatively, fill out the contact form below and a member of our team will be in touch.

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Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy.