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An Ex-Regulator’s Guide to Cash flow Planning’ – i4C Technology

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"

"We chose i4C as it is intuitive, user friendly and has proven to have tighter integration"

Attivo Financial Planning

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