i4C is a powerful and intuitive cash flow modelling application which I have used successfully with a number of my clients. It becomes a living tool which can be updated at each review meeting and new scenarios entered, giving the client comfort that they’re on track or can afford to spend more. I’ve received invaluable training and the support that has been given has been fantastic.

For DB transfers, i4C gives you recommended scenarios to test the transfer with, which really helps clients when making difficult financial decisions.

The reports and outputs from the software are well produced and well explained so they are easy for the client to understand.

Tristan Johnson DipPFS
Financial Consultant

McKenzie & Co
Senior Partner Practice of St. James’s Place Wealth Manager
http://www.mckenzieandco.co.uk