Financial modelling
Today, more than ever, managing your assets and planning your financial future is of paramount importance – but where’s best to start?
At LFWM, we can help you with each and every step with transparent and realistic modelling to support your financial plans. We start with a base plan and a consolidated balance sheet (what you own and owe) and cash flow statement (what you earn and spend) representing the 'here and now' of your planning.
We work with you to analyse your future cash flow needs and identify areas where there are likely shortfalls or where there might be excess cash savings which can be put in an environment where it can work harder.
Our team can assist with preparing a personalised financial plan, encompassing a full cash flow forecast and we ‘stress test’ how different financial decisions based on assumptions about growth rates, inflation and other macroeconomic events might impact on your ability to meet your objectives.
As a progressive financial planning practice, we can help to provide high-quality but well-structured models, that can be prepare you for any potential challenges. We’ll always aim to suggest practical recommendations to help you make critical business or life decisions.
Financial modelling can help you gain greater financial control, become more engaged with your finances, and achieve your goals.
The Financial Conduct Authority does not regulate Cashflow modelling.
