Would you like to model your future?

Measure twice, cut once.

We’ll show you the very real benefits of cash flow modelling and help you build a picture of your financial life - both now and into the future. This allows us to look at the most important financial dilemmas you may face, such as:

• Do I have enough protection for my family should something happen to me?

• What age can I afford to retire?

• Can I spend more and save less?

• How much more do I need to save and where should it be invested?

• Can I afford large capital expenditure such as buying a car or making sizeable gifts?

• Can I afford it if my investments don’t perform as well as expected?

• How much is enough?

To do this, cash flow modelling software takes account of your income, expenditure, assets, liabilities and purchases and projects them into the future to let you know how things are shaping up. For this reason, it sits at the heart of financial planning for our clients.

We’d love to show you how this valuable approach could work for you and yours.

Equity Release

Following on from our previous workshop. We’ll consider this in more detail and help you understand how this might fit within your future plans.

• Why does everyone seem to be doing this now?

• How can I release cash from my house, tax-free?

• Is this right for me?

• Have I thought of everything?

• Are there any risks?

• What are the costs to me and my family?

Please join us at Barleylands Farm in Billericay on 6th June 2019. The presentation will start at 09:30 for 09:45 and will finish by 11:45.