Cashflow Modelling, i4C Blog 20 July 2020
Over the years, we’ve heard all the objections to cashflow modelling. Here’s why it isn’t expensive, complicated or only for wealthy clients. We’re told it’s...
Read moreCashflow Modelling, i4C Blog 14 July 2020
Cashflow modelling empowers your clients to make informed decisions. Use it to help them understand not only the value that you provide as their ‘Life...
Read moreCashflow Modelling, i4C Blog 14 July 2020
According to the FCA, just 6% of 18-34-year-olds took financial advice in 2017. Here’s how to attract younger clients, and the benefits of doing so....
Read morei4C Blog, Protection 3 July 2020
Cashflow modelling is increasingly being used as a tool for planning protection with clients. The underinsurance of UK families is well documented and widely discussed....
Read moreCashflow Modelling, i4C Blog 29 June 2020
How investing in your business now will put you in a great position when the pandemic is over With eight million staff furloughed and millions...
Read moreCashflow Modelling, i4C Blog 24 March 2020
Time to focus clients on long-term holistic planning There have been numerous regulation changes in recent years working in favour of cashflow modelling. It is...
Read morei4C Blog, Regulation 22 October 2018
Welcome to the i4C blog. What a few weeks we have had since the last blog; We’ve presented to over 100 firms across the country....
Read moreCashflow Modelling, i4C Blog, Tax Planning 25 September 2018
If you’re a financial planner looking for useful tips and reference material on cashflow planning matters and beyond, relax – you’re in the right place....
Read morei4C Blog, Investment, Tax Planning 29 August 2018
Welcome to the first i4C blog We'll be sharing all things cashflow related and beyond, building a useful and ever-expanding reference point for financial planners....
Read more
Cashflow Modelling, i4C Blog
14 July 2020
