We can provide clients with peace of mind when we help to answer these questions for you, by using our specialist cash flow software we arm you with all the information you need to be able to make informed decisions about your lifestyle choices.
We believe that Cash Flow Forecasting should be one of the first steps when preparing a financial plan. When clients fully understand their goals and aspirations then we can ensure that the right plan is put in place to help them achieve this.
Please note: tax and cash flow planning advice are not regulated by the Financial Conduct Authority
|Asset Class||Value £||%age|
|Unquoted Business Assets||296,625||17.31|
|Cash or Cash Equivalents||19,751||1.15|
|Quoted Shared / Directly Owned||390||0.02|
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 any firm grasp of what it all means, or what sort of financial future they should expect.
That is why Cash Flow Forecasting should be an integral step in all financial plans.
Highwood’s Cash Flow Forecasting involves analysing all income and expenditure – not only at the present time but also for the future, then presenting our clients with possible scenarios in an easy-to-understand, jargon-free way, so that they have a good appreciation of what their future may look like, and helping them to stay in control.
|Risk Level||Value £||%age|
My husband and I have been with Highwood for three years. After our previous experiences with financial advisers, it was an enormous relief to find someone who explains everything in language we understand, who sets out the detail of our investments and importantly any charges incurred in a transparent way, and who always responds quickly to any queries we have. We came to Highwood at a time when we had to sort out my mother’s estate and had lots of decisions to make. Michael ‘held our hand’ through the process, and helped to clarify the options we had, and made it all feel much less daunting. We would (and do) highly recommend Highwood.
I called in yesterday to talk through by pension investment with Paul, he was as always thoroughly professional and I just wanted to acknowledge this. We do not often meet up so for that reason it is a comfort to know Paul is around to look after things.