Cashflow Planning
Wealth managed the right way. All clients will receive a simple Cashflow Plan to visually illustrate the flow of their finances, and highlight the shortfalls that proper planning will close.
Visualise your goals
The powerful visualisation tools available to us allow us to work with you to highlight the likely success of each of your goals and to illustrate the consequences of a range of scenarios based on your circumstances and planning choices.
This will be complemented with the knowledge and report you receive from your Adviser. Working with Westminster Wealth Management enables you to forecast your financial position year by year, combining a number of factors such as income, expenditure, inflation, investment returns and tax rates.
How to plan withdrawals
We will help you to establish how to take income, plan to make gifts, and manage income for as long as necessary. You may be considering downsizing, which could release monies and increase your retirement fund.
If you are planning to pay for school fees, but unsure if you can afford them, or perhaps saving for a buy-to-let property but unsure how to manage your finances in order to secure a second mortgage, using a cashflow forecast to calculate the key parameters required to meet your defined financial objectives is extremely beneficial.
Cashflow planning can also help to identify a need to invest more, or to reallocate assets in order to potentially achieve the returns necessary to fund the financial goals you hold. We will work with you through an interactive Cashflow Planning tool to demonstrate how you may take an income in retirement along with what your net wealth looks like now and may look in the future.
We can then stress test the strategy before recommending and setting up your plan - a plan which you are comfortable with and is flexible enough to adapt to any lifestyle and economic changes along the way.
Estate Planning
Education Planning
Tax Planning
Income Planning
Cashflow Planning
Investment Planning
Retirement Planning
The Financial Conduct Authority does not regulate tax advice, estate planning advice, trust advice, or cash flow modelling.
What can we do for you ?
Read more about our wide range of offered services and how we can help you.
What is the history of Westminster Wealth Management?
Through our rich and long history, we have developed tailored expertise of the highest quality. Read more about us and our core values.
Who are our Independent Financial Advisers?
With our wide range of different IFA’s we can offer a tailored experience to suit your needs.