Carly Robbins: Seven tips to nail cashflow modelling first time

Doesn’t have to be complicated

clock • 3 min read

Cashflow modelling was built for tumultuous times like these, writes Carly Robbins, as she shares seven key points to make sure the method is working as it should

Amid a global pandemic and Brexit uncertainty, financial planners are doing all they can to help their clients prepare for the future. Although the UK's economic fate is thoroughly unpredictable, cashflow modelling was built for times like these and there are some key points to making sure it's used well. Keep it simple At first, it can pay to keep things simple. Don't over-complicate the client's current situation or the first year of the plan. Cashflow planning doesn't have to be complicated. Your chosen tool should be user-friendly, intuitive, and easy to integrate into yo...

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 Adviser tips

Interactive video: Navigating today's complex financial landscape as an adviser?

Interactive video: Navigating today's complex financial landscape as an adviser?

Advisers today operate in a competitive landscape, grappling with intricate client demands, increasing regulatory oversight, and volatile markets.

Sarka Halas
clock 04 April 2025 • 1 min read
Interactive video: Why financial wellbeing is at the heart of financial planning

Interactive video: Why financial wellbeing is at the heart of financial planning

Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.

Sarka Halas
clock 02 April 2025 • 1 min read
Interactive video: Building and nurturing strong client relationship

Interactive video: Building and nurturing strong client relationship

Personalised advice is so pivotal in building trust. But how does this work in practice?

Sarka Halas
clock 31 March 2025 • 1 min read