Scenario Planning Tool in Uncertain Times

Scenario Planning Tool in Uncertain Times

At Beaufort Wealth Management, we are committed to providing cash flow modelling. 

FT Adviser reports that two-thirds (67 per cent) of respondents to a January Intelliflo poll agreed that cash flow modelling had helped to reduce client worry during the pandemic. Additionally, almost all respondents (92 per cent) agreed that cash flow modelling helped clients to understand the effects of significant market movements on their future plans.

Scott Gallacher, director at Rowley Turton, claimed that “during the the early part of the pandemic we were probably amending people’s cash flow plans [who wanted to retire early], but then as the pandemic and furlough wore on, they were less keen on retiring, wanting to return to the original plan of working up to a certain point.”

Given that cash flow modelling has been used by many advisers, particularly in the retirement space, it is seemingly more important than ever.

Read the full 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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7B Tournament Court,
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Warwick,
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