Cashflow Planning

Our interactive graphical lifetime cash flow planner brings your financial plans to life. You can use your personalised cash flow plan to assess your current financial situation and determine how to achieve your goals.

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A cash flow model acts as a powerful tool in your financial arsenal, enabling you to anticipate future financial outcomes and actively shape them. By inputting your income, expenses, and investments into the model, you can visualise various financial scenarios, helping you to understand how adjustments to your spending habits, savings strategies, or investment choices can alter your path toward achieving your goals. This proactive approach to financial planning empowers you to identify potential gaps or shortfalls in your portfolio, allowing for timely adjustments and more informed decisions that align with your aspirations, ultimately enhancing your financial security and peace of mind.

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Why Choose Fintegrity

Our services are designed to provide peace of mind and financial security for you and your loved ones.

Personalised Approach

We tailor our strategies to meet your unique financial situation and goals.

Experienced Advisors
Our dedicated team comprises highly skilled professionals with a wealth of experience in financial planning.
Proactive Planning
We emphasize innovative strategies designed to enhance your investment performance while effectively reducing the burden of taxes.
Transparent Communication

We ensure clear and straightforward communication, keeping you informed every step of the way.

Get Expert Advice Today

Ready to secure your financial future and protect your loved ones from unnecessary taxes? Contact Fintegrity IFA for a personalized consultation. Our experts are here to guide you through every step of the process.

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What Our Client’s Say About Us

“Neil is knowledgable and also has the skills to transfer this knowledge through years of experience - diverse - but all within a financial setting. He was tolerant and patient and explained his actions in simple language that was easy to understand."

– Jenny

"Neil gave us great advice in an easy to understand way and was very friendly, professional and helpful. We have already recommended him to people we know."

– Susan

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"He made sure the family were involved with the process and he was always on the other end of the phone. I spoke with other advisers about my plans but Neil was easily the one of my choice."

– Valerie

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I wanted to retire but needed to check it was viable and needed advice regarding drawdown, pension amalgamation, savings. Neil listed well, took time to write up a detailed assessment of my needs, risk preferences, options. I now feel confident about retiring. Neil confirmed the validity of some of the ideas I had, but also gave me alternative strategies I hadn't thought of, which made more sense.

Gill

Life was changing and, at age 60, my job prospects were uncertain. Neil helped us to identify what immediate financial worries we had, and life goals we wanted to achieve in the future. Neil asked us about what level of risk we were happy to engage in, and after that meeting devised a suggested plan based on the answers we gave. the immediate results have been positive; paying off the mortgage from my various pension pots, gathering them into a new managed portfolio have resulted in an immediate reduction in monthly outgoings and a sense of having more active control over my finances has given us peace of mind

Adam

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I was looking for guidance and support on where to invest my savings. Neil was super friendly, helpful and approachable and did a great job of explaining things in layman's terms!

Nicola

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As I had made a decision to take early retirement, he helped me to plan and set up a retirement fund. This all proceeded very efficiently. So far so good!

Nick

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Neil asked us thorough questions so that he had a very good understanding of our financial situation. He presented his findings to us in an easy to understand format and explained everything clearly. He offered very good advice and we felt confident that he was very knowledgeable in all areas that he helped us in. I felt that he was a safe pair of hands. He was easy to deal with, always responded quickly, and I found him very trustworthy and impartial.

Emily

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He talked me through the options after ascertaining my attitude to risk/reward and analysing my outgoings and plans for the future. Started in March 2021 and it seems to be going to plan.

Paul

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What is a cash flow plan?

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

Why should you always have a cash flow plan?

A lifetime cash flow plan will help you to budget. You can use it to determine how much you need to save to achieve your long-term financial planning objectives, e.g., an income in retirement. Your cash flow 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.

Neil Jenkins owner of Fintegrity

Contact Us Today

Ready to secure your financial future and protect your loved ones from unnecessary taxes? Contact Fintegrity IFA for a personalized consultation. Our experts are here to guide you through every step of the process.

0203 086 7043
hello@fintegrityifa.co.uk

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

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