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.
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.
To understand more about cashflow modelling and start forecasting your personal finances today, please 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 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 |
Our latest private client newsletter focuses on the potential impacts of the EU exit on individuals. From the implications on immigration, international private wealth, Capital Gains Tax (CGT) or what it could like ahead for the economy, this issue discusses the changes ahead.
Join us on Wednesday 29 Sept for our monthly webinar series 'The Economy and your Investments', where our Chief Investment Officer and Chief Economist discuss the landscape for investors in 2021.
Having a portfolio of investments tailored to your needs is key to our wealth management planning.
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“What if I want to leave a lasting legacy for my loved ones?”
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Recognised by the FT Adviser as one of the Top 5 firms in the UK for Financial Planning, we believe your future is more than just finances; it's about the life you want to lead.
To ensure you are in the best possible position to enjoy your retirement, it's essential to plan now.
Whatever your stage of life, career path or goal, our aim is simple – to help you turn your what ifs into hows.
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“What if I could make my wealth more tax-efficient?”
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