Lifetime Cashflow

“What if I can’t find time to plan for my future?”

We all know that planning for the future is vital in order to achieve future goals and ambitions, and negotiate the financial hurdles that will inevitably arise throughout life. However, not all of us have the time to devise and execute an ongoing financial forecast, with all the complexities that can entail. 

Lifetime cashflow modelling with Mazars is a chance to pause, take stock, and evaluate your current financial position, helping you identify what's important in the short, medium and long term.

Our approach

Lifetime cashflow modelling offers you an in-depth financial projection that will help keep your future on track. 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
  • Career ambitions
  • Children
  • School fees planning
  • Retirement planning
  • Marriage
  • Divorce
  • The provision of care
  • The impact of premature serious illness or death
  • Estate Planning
  • Gifting – and how to do so with sustainability in mind

Our Expertise

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 expert, personable and highly qualified. The majority are Chartered Financial Planners, many of whom also hold Certified Financial Planner status, an internationally recognised advanced financial planning qualification.

In 2020, we were ranked 5th in the Financial Times' Financial Adviser's Top 100 Advisory firms in the UK and were awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year.

Get in Touch

To understand more about cashflow modelling and start forecasting your personal finances today, please contact us.

Contact us

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
By Phone: 0121 232 9605
By E-mail: mfp.compliance@mazars.co.uk

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