Lifetime Cashflow Plan

Bring your financial plans to life with our interactive graphical lifetime cashflow planner. Use your personalised cashflow plan to assess your current financial situation and work out what to do to achieve your financial goals.

Lifetime Cashflow Plan

A better way to visualise your financial future. Build an interactive picture of your finances to forecast your future financial position, then create a series of scenarios to see how the plans you could make now might work out.

Use your lifetime cashflow plan to see if your existing pensions and investments are right for your needs, and to highlight whether there are any shortfalls or gaps in your plans.

Independent Financial Advice

Get a true picture of where your finances are today.

Find out whether your existing savings, pensions and investments will be worth enough in the future.

Bring your plans to life by modelling the effect of changes you make today on the outcome.

Develop a clear financial plan for the future.

“We give candid, impartial, effective, plain English financial advice.”

Those who take financial advice are on average £47,000 better off than those that don’t

FT Adviser, November 2019

FAQ

Frequently Asked Questions

What is a cash flow plan?

In financial planning, a cash flow plan will help you to work out whether your savings, investments and pensions will be worth enough money in the future. You can use the results of your lifetime cashflow plan to work out whether there’s a gap or shortfall in your financial plans, and the cost to fill it. 

Why should you always have a cash flow plan?

A lifetime cashflow plan will help you to budget. You can use it to work out how much you need to save to achieve your long-term financial planning objectives e.g., an income in retirement. Your cashflow plan will help you to quickly identify whether you’re saving too much or not enough, whether you’re overspending and whether there are any gaps in your current financial planning strategy.

Get in touch

Neil Jenkins owner of Fintegrity

Contact Neil Today

The Workers’ League House, 44-50 Royal Parade Mews, Blackheath, London, SE3 0TN