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Guide to Investing
Cashflow planning
Cashflow planning is a rigorous exercise that outlines in detail current and future expenditure matched against your assets and income. It allows us to see with as much accuracy as possible your current financial position and progress against your goals, as well as “stress testing” for unexpected events.
David has been my financial adviser for over 10 years and has managed my affairs with great results. He has the ability to explain financial matters in a straightforward way, and has a creative approach to investments which takes into account the individuals specific requirements and preferences. I have recommended him to friends and colleagues who have been similarly impressed.
Clare Somerville
A cashflow plan is an essential tool in helping to make lifestyle decisions, such as when you can afford to retire or how much you’ll be able to leave as an inheritance to friends and family.
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