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Ray Adams, Chartered financial planner at Niche IFA and creator of CashCalc
CashCalc, the adviser-created cashflow planning software, is offering users a free client-facing education video that explains the basics of cashflow planning.
Users of the software will be able to brand the video with their company logo at no additional cost, and will be provided with a preview link and an embed code so it can be placed on a company website...
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