Introduction to Cashflow Forecasting
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.
Hamptons Cashflow Forecasting
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:
- Forecast your income, expenditure, assets and liabilities throughout your lifetime.
- Pictorially shows you what you may be able to achieve in any given timeframe.
- Consider your financial decisions.
- Helps build a greater sense of financial awareness through shared financial understanding with your adviser.
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.
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.
Hamptons Cashflow Forecasting
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:
- Forecast your income, expenditure, assets and liabilities throughout your lifetime.
- Pictorially shows you what you may be able to achieve in any given timeframe.
- Consider your financial decisions.
- Helps build a greater sense of financial awareness through shared financial understanding with your adviser.
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.
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