Sandringham Financial Partners

I was previously using a basic cashflow modelling tool for clients because, in my opinion, clients with a lot of wealth didn’t need to be shown they would always have money. And for clients who were at the other end of the spectrum knew they may or may not have enough.

I thought the sweet spot for cashflow were clients in the middle ground where I needed to demonstrate they had enough to retire, and still live the lifestyle they wanted.

However I had a light bulb moment after chatting to a wealthy client who had indicated he was worried that he may run out of money. It changed my way of thinking.

I realised I needed a more comprehensive cashflow tool. I spoke to a number of different advisers on what they were using and i4C came up several times. I watched an introduction video for i4C and then started a free trial. It hit every point I was looking at. It could help clients understand if their money would run out but also incorporated LTA and IHT issues. Outputs are straightforward, making it easy to understand and engaging for your clients. It did all this at a cost effective price which was a bonus!

The service I have received has been brilliant and a regular catch up has helped my skills enhance when using the tool. The ‘how to” videos in the community page helps you navigate through tricky clients or when you feel the cashflow just doesn’t look right.

I pretty much mention i4C to all advisers I see. It hits all the right areas for any planning needs a client has, irrelevant of their wealth.

Paul Moat
Advising Partner

Sandringham Financial Partners
https://www.sandringham.co.uk/

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

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

Sandringham Financial Partners

Read more