Financial modelling
Financial modelling can help you gain greater financial control, become more engaged with your finances and achieve your goals.
At LFWM, we can help you with each and every step of the financial planning process, using transparent and realistic modelling. 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'll work with you to analyse your future cash flow needs, identifying 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. We ‘stress test’ how different financial decisions might impact on your ability to meet your objectives, based on assumptions about growth rates, inflation and other macroeconomic events.
We'll also provide practical recommendations to help you make critical business or personal decisions.
The Financial Conduct Authority does not regulate Cashflow modelling.
