An ex-regulator’s guide to cash flow planning

Used well cash flow planning can empower clients, help them make good decisions and, maybe, change lives.

I think all advisers dealing with mainstream clients should be using cash flow planning to a greater or lesser extent.

Rory Percival

Industry Expert
www.rorypercival.co.uk

"Used well, it can empower clients, help them make good decisions and, maybe, change lives"

"I watched an introduction video for i4C and then started a free trial. It hit every point I was looking at."

Sandringham Financial Partners

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