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Cashflow Planning

What a good financial future looks like to you and how to get there

With the unexpected nature of life many people have no idea where they are heading financially. They may have assets, investments, and high levels of income, but they may not have a firm grasp of what it all means or what sort of financial future they should expect.

Our Cashflow Planning involves analysing all income and expenditure – not only for your present but also for your future. We can then present you with possible scenarios, removing the element of uncertainty and guesswork and allowing you to make informed decisions about your future.

We use the latest software to establish the point of financial independence – the point when you have enough capital to maintain your desired lifestyle without ever running out of money.

We believe that Cashflow Planning should be one of the first steps when preparing your financial plan. When you fully understand what a good future looks like to you, we can then put the right plan in place to help you get there.​

Please note: tax and cashflow planning advice are not regulated by the Financial Conduct Authority

In our experience, people want answers to fundamental questions…

  • “How much do I need to earn, save or sell my business for to give me the lifestyle I desire?”

  • “When, precisely, can I afford to stop doing the things that have become a drag…and start doing the things I really enjoy?”
  • “What do I have to do to ensure I NEVER run out of money?”
  • “What level of investment return do I need to achieve my objectives?”

Highwood have invested a lot of their time to get to know and understand my hopes, dreams and expectations of life to ensure that I am comfortable and confident with the decisions I make and to ensure that the service offered is personal and tailored perfectly to mine and my family’s needs.

Mrs S.S.