IntelliFlo

‘'Too many issues to list'

59% more ongoing revenue

‘Slow to respond, slow to work with'

Silver surfers

Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?

Concerns remain after Freedom Day

One-stop shop

Capturing data pays business dividends

PA Awards 2021 nominee

To help advisers deliver better advice