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Nothing should be hidden by Rob Tedder

Cashflow Modelling, i4C Blog, Tax Planning 25 September 2018

Nothing should be hidden by Rob Tedder

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....

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Watch Jon Rolfe’s speak about why firms need to be adopting cashflow modelling

Cashflow Modelling 6 September 2018

Watch Jon Rolfe’s speak about why firms need to be adopting cashflow modelling

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Tax. Investment & Kids by Rob Tedder

i4C Blog, Investment, Tax Planning 29 August 2018

Tax. Investment & Kids by Rob Tedder

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....

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Why cashflow modelling is for all clients, not just a few, by Jon Rolfe, Head of Product Advisory Board

Cashflow Modelling 1 August 2018

Why cashflow modelling is for all clients, not just a few, by Jon Rolfe, Head of Product Advisory Board

When I talk about cashflow modelling to other financial planners at events I attend, people sit in one of three camps. They’ve either embraced it...

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Demonstrating the true monetary impact of sound advice, by Jon Rolfe, Head of Product Advisory Board at i4C

Cashflow Modelling, IHT Planning 31 July 2018

Demonstrating the true monetary impact of sound advice, by Jon Rolfe, Head of Product Advisory Board at i4C

Although many financial planners know of cashflow modelling and the positive impact it can have on a client’s decision-making ability, this is only one of...

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Cashflow modelling is the key for financial planners who are looking to build strong relationships with corporate financiers

Cashflow Modelling 31 July 2018

Cashflow modelling is the key for financial planners who are looking to build strong relationships with corporate financiers

Cashflow modelling – Jon Rolfe, Head of Product Advisory Board at i4C asks are you making the most of it?   Jon puts forward a...

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Is regulation creating the perfect storm in financial planning?

Cashflow Modelling, Regulation 10 July 2018

Is regulation creating the perfect storm in financial planning?

When considering the future of financial planning, many believe the industry is facing a ‘perfect storm’. This is forcing changes to the way financial planners...

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Income Protection Knowledge

Cashflow Modelling, Income Protection 24 May 2018

Income Protection Knowledge

Our health always seems much more valuable after we lose it. And that, perhaps, is the problem for those promoting income protection plans.  People often...

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