Cashflow Planning

The numbers…

A critical part of enabling your Financial Plan is having the cash to meet your lifestyle requirements in the short term, but also putting in place the savings and investments that will fulfil your future ambitions. The principles of a cashflow plan are to ensure support for current lifestyle needs and then balance debt reduction (if applicable) with putting money aside for medium to long term goals.

We follow a straightforward process which, analyses your income and expenditure and identifies how you can meet these short term requirements with the longer-term aspirations. This will include having contingency reserves to ensure you can deal with those unforeseen events, which can (and do) arise so they need to be dealt with

Get started today

Financial planning

More Info

Tax strategy

More Info

Investment planning

More Info

Get in touch

More Info

From my first meeting with Trudi Giles, I felt completely at ease. Trudi spoke clearly and in a way which I understood. We discussed all aspects of what I wanted from my pension and my attitude to risk, in that respect (which is very low) Trudi covered everything I requested and I would be more than happy to recommend her to friends/family needing advice.

Her service was first class. In fact I have already recommended a friend who has also had a positive meeting with Trudi!