If you’re a business owner, cashflow forecasting is one way to help guide your company’s financial future. If you would like to know how Hamptons Wealth could assist you in securing your business's financial future, contact one of our advisers about cashflow forecasting today on 01217884588.
Historically, cashflow forecasting was a method used by business owners, managers and accountants to analyse income and expenditure over a set period of time. By analysing inflows and outflows of cash they were able to see what strains they would have on cash at any one time.
These same principles can be applied to your own personal finances.
Lifetime cash flow forecasting is a useful service to help you see and visualise your financial goal setting and the impact on your income, capital and financial resources in the future, it allows you to prepare properly for life events and adopt a realistic strategic planning process.
It may be a second home in the sun, or the financial freedom of being able to continue holidays of your usual standard well into retirement, helping your child on the property ladder or simply understanding the impact on your lifestyle at certain points, such as retirement, when children leave university, when making those large purchases and achieving goals you’ve always wanted, or when selling the business perhaps.
It helps anticipate shortfalls in income and capital allowing you to prepare and plan.
We collate a large amount of information relating to your current financial position. This information encompasses the available financial facts (values of existing policies and investments, any property income, current expenditures, other additional assets) and also details of your future goals and objectives.
This information is pulled together to form your preliminary cash flow forecast. The forecast takes into account your existing and projected future wealth (including, for example, pension benefits), and matches this against the cost of fulfilling your defined goals and objectives such as expenditure in retirement, school fees costs, purchase of a holiday home.
Hamptons Cashflow Forecasting is a sophisticated lifetime cash flow planning tool, which is highly visual and designed to provide you with a context to make decisions about your financial future and allows you to:
If you would like advice on cashflow forecasting for your business, please get in touch with Hamptons Wealth on 01217884588 for professional cashflow advice.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE CASHFLOW FORECASTING.
CONTACT US
Hamptons Wealth Management Limited
Beech House
Pinewood Business Park
Coleshill Road, Marston Green
Solihull
B37 7HG
T: +44 (0)121 788 4588
F: +44 (0)121 788 3555
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Hamptons Wealth Management Ltd is An Appointed Representative of Sanlam Partnerships Ltd which is Authorised & Regulated by the Financial Conduct Authority.
Sanlam Partnerships Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 563682.
Hamptons Wealth Management Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 758966.
Hamptons Wealth Management Ltd adheres to and subscribes to the Financial Ombudsman Service. For full details of their service CLICK HERE or contact us for further information.
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