Customer Stories

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

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

An Ex-Regulator’s Guide to Cash flow Planning’

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"Tom was impressed by the impact of demonstrating the affordability of making pension contributions and the impact of not making them."

Tom was referred to us from a local solicitor. Initially it was for pension planning advice and most specifically on how to structure his income in retirement. Tom owned significant levels of commercial property but few liquid assets. He also owned a share of a trading business which was valued at approximately £4m. Whilst working he had sufficient income from the trading business to cover his expenditure but that would cease on retirement. He has a pension valued at c.£1m to access as required alongside the full state pension. Using i4C Tom was impressed by the impact of demonstrating the...

Tom – Business and commercial property owner

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"The i4C community has been invaluable in helping us to quickly deploy the software, and get up to speed with the full potential of cashflow modelling."

Large London-based IFA

"After selling my business the i4C cashflow model has been great. It’s the first time I’ve been able to see things clearly and how my future plans fit together."

Serge, Business Owner