Cash flow modelling 'essential' for advice process

Cash flow modelling 'essential' for advice process

At Beaufort Wealth Management, we use cash flow modelling, which we feel is crucial to delivering holistic financial advice. Research by the adviser software provider, Focus Solutions “found the use of cash flow modelling software has become an intrinsic part of the adviser's client service, with 67 per cent of respondents stating it has become "essential" to the advice process.”

“This is particularly the case since the Retail Distribution Review (RDR) came into force. The research was carried out...among senior executives of some of the UK's largest advisory firms, representing more than 11,000 individual financial advisers.”  Read the full article https://www.ftadviser.com/investments/2018/08/23/cash-flow-modelling-essential-for-advice-process/

 

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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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Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
Warwick,
Warwickshire,
CV34 6LG
01926 460156

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