Cashflow modelling is more than just giving the client a report – it is a powerful tool to help advisers and clients understand their end goal, delegates heard.
Speaking at in a panel session at the Chartered Institute for Securities and Investments (CISI) Financial Planning Conference 2024 hosted by Prestwood Truth technical consultant Adam Leci, Berry & Oak financial planner and managing director Andrew Elson, Brett Investment managing director Jeremy Brett, and Boosst financial planner Gabby Butten spoke on the myths of cashflow modelling. Elson said that cashflow modelling is "at the heart" of what Berry & Oak do. "It is about carrying through and looking at what their life will look like," he explained. Elson explained that cashflow m...
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