MPS site Mabel adds cashflow planning service

Mabel Insights unveils the free service for financial advisers

Sahar Nazir
clock • 2 min read

Mabel Insights has today (7 August) launched a cashflow planning service for financial advisers.

The managed portfolio service and multi asset fund comparison site has shared that it launched the free service in response to adviser demand. Mabel CEO Lawrence Cook said: "The new service delivers groundbreaking tax optimisation to cashflow planning. Having fully considered what advisers told us they need and the FCA's views on such services we felt the time was right to deliver a service which fully responds to those challenges. "A key part of our development was to ensure we could provide full tax optimisation. This has taken some time to build but we think was worth the wait. Adv...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Brits risk missing out on retirement savings due to delayed advice

Brits risk missing out on retirement savings due to delayed advice

'A good financial adviser can help you look past your short and mid-term savings goals'

Sahar Nazir
clock 13 September 2024 • 1 min read
More than 24 million Brits have never accessed financial advice

More than 24 million Brits have never accessed financial advice

A third believe their personal situation is too simple to benefit

Jen Frost
clock 13 September 2024 • 3 min read
Advisers unfazed by Consumer Duty but the 'real test' looms

Advisers unfazed by Consumer Duty but the 'real test' looms

Firms should expect greater FCA scrutiny

Sahar Nazir
clock 13 September 2024 • 1 min read