We all live increasingly busy lives, so finding time to actively plan and manage our future finances can be challenging.
Lifetime Cashflow Modelling
Planning for your future helps you achieve your goals and ambitions, while also positioning you to negotiate the financial hurdles that will inevitably arise throughout your lifetime.
Lifetime cashflow modelling asks you to pause, take stock, and re-evaluate your current financial position, helping you identify what’s important in the short, medium and long term.
From there, our financial planners walk you through your lifetime projected finance altering inputs and assumptions to adapt to life’s uncertainties.
This is more than just numbers on a spreadsheet – it’s about bringing your finances to life through the interactive and graphical nature of modelling. This way, you can visualise and achieve your ideal future.
During this exercise we consider:
- Financial goals
- School fees planning
- Estate Planning
We believe your future is more than just finances, it’s about the life you want to lead. We therefore focus on developing a long-term strategy to assist you with achieving your unique personal financial goals.
Our Financial Planning teams are extremely capable, personable and professional. The majority are Chartered Financial Planners, many of whom also hold Certified Financial Planner status, an internationally recognised advanced financial planning qualification.
In 2019, we were ranked third in the Financial Times’ Financial Adviser’s Top 100 Advisory firms in the UK and were awarded the Gold Standard Award for Independent Financial Advice for the eighth year running.
Get in Touch
Call us on 07990 527585 or complete the form below to find out more about how we can help you plan for the future.
Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:
In writing: The Compliance Officer, Mazars Financial Planning Limited, 45 Church Street, Birmingham, B3 2RT
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
The Economy & Your Investments
Our monthly 'The Economy & your Investments' webinar series with George Lagarias and David Baker.
Financial Planning for Retirement
As life expectancy continues to rise, retirement could span more than 30 years. To make sure you are in the best possible position to enjoy your retirement, it’s essential to plan now.
Our investment services for high net worth individuals ensure your wealth is managed expertly, giving you financial security whether your goals are to target income or for long term capital growth.