the lang cat

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?

'Chunky minority'

Strong performance

Despite Covid-19

lang cat research

Models under scrutiny

'All-singing, all-dancing due diligence reports'

'Exciting period of opportunity'

'Lingering misconceptions'

69% never switched provider