cashflow modelling for financial advisers

Financial growth with credit card and coins.

Helping Advisers Deliver Better Client Outcomes

Outsourced cashflow modelling designed to support financial planning conversations.

Whether you're assessing retirement options, stress-testing withdrawal strategies or demonstrating the impact of major life events, we provide clear and accurate cashflow modelling to support your advice process.

Our service enables you to:

Save valuable planning time
Present complex scenarios clearly
Demonstrate the long-term impact of advice decisions
Enhance client engagement and understanding
Support retirement planning

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Simple, Efficient and Adviser-Friendly

Three steps from client data to completed cashflow model.

Send us the Client Details

Provide the relevant client information via a secure portal

We Build the Model

We create and analyse the required scenarios using professional cashflow modelling software via FE Cash Calc.

Receive Your Report

You'll receive a completed model ready to support client meetings, recommendations and ongoing reviews.

Typical turnaround times and additional scenario testing can be agreed to suit your requirements.

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Flexible Support, Transparent Pricing

One-Off Cases

Ideal for retirement planning, pension reviews and specific client scenarios.

Ongoing Support

Regular modelling assistance for advisers or paraplanners requiring ongoing capacity.

Bespoke Projects

Complex cases involving multiple objectives, stress testing or detailed retirement strategies.