CashCalc, which was created by a Newport-based Chartered financial planner and his team, has been named the leading provider of cashflow planning software by Platforum.
The independent report Adviser Market: Fintech and Digital concluded more UK-based financial advisers use CashCalc for cashflow planning than any other provider. Launched in 2013 with the ambition to...
£116.8m of benefits received by customers
Spent 13 years at JPMAM
Headed by Ben Palmer and Edward Park
Consults on regulation and innovation in green finance
13 studies begun since April 2013