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Cash flow modelling

Planning to realise your aspirations

Cash flow modelling Overview

Everyone has an idea of what they would like to achieve in the future. And while those lifestyle aims are individual to each of us, Old Mill’s cash flow modelling software can help you draw up the financial plan you need in order to turn your unique ambitions into reality.

So, what does financial independence mean to you, and at what age would you like to achieve it? What lifestyle would you like to secure for you and your family in the future? And if you are a business owner, at what point would you like to exit your business, and how would you like to shape your lifestyle afterwards?

Once we understand your aspirations for the future, we can use our cash flow projections to establish the resources available to you now and in the future (income, assets, liabilities). The next step is to implement the financial planning and tax strategies needed to enable you to achieve and / or sustain the lifestyle that you would like for you and your family or business.

We are constantly on hand to guide, monitor and track progress, as well as developing plans for a range of scenarios – such as different retirement ages for you personally or for individual directors in a business.

To chat to us about your plans, get in touch with us or make an appointment with one of our financial planners at one of our offices in Exeter, Wells, Melksham an Yeovil.




"Our family is in the situation where our mother is no longer able to look after herself. After trawling the internet for advice, whilst there is a wealth of information out there, some helpful, some confusing but nothing concise…. we as a family could not make a valid decision to formulate future care. Fortunately, I came across the SOLLA website and made contact with Chris Tweedie. Chris provided me with a comprehensive information document covering all aspects of care for the elderly, this combined with a Zoom meeting encapsulated all aspects of care for the elderly and options to move forward. His subject matter knowledge and frank advice has been invaluable."

S J Peerman
 
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