The Benefits of cashflow modelling

The Benefits of cashflow modelling

Investment Week reports “The buzz words in investment planning at the moment are asset allocation and risk tolerance. These are important but they are only two legs of a tripod.

Over the past five years, the most beneficial improvement for my clients in my role as an adviser has been the development of cashflow modelling.”

“A cashflow model calculates the growth rate a client requires if they are to meet their investment objectives. This rate is then cross referenced with their attitude to risk to ensure their expectations are realistic and compatible with the asset allocation needed to achieve the necessary growth rate. It is particularly dangerous for advisers to give investment advice without carrying out this exercise.

Cashflow modelling is also possibly the most important factor in helping clients understand the advantages of fee-based financial planning over commission-based financial advice.”

Beaufort Wealth Management uses Cashflow Modelling software to provide a context within which we can develop the client’s financial strategy to achieve their financial goals. The client then has a context within which they can make decisions. Read the full Investment Week article here  


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We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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