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, Chippenham and Yeovil.
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