Financial Planning & Cashflow Modelling

Ensure you are always financially secure, no matter what happens

Financial planning is about helping you to make the most of your money and ensuring that you are in the best financial shape possible for the future.

Financial Planning & Cashflow Modelling

It is not just about managing your money

It is about understanding your expectations and aspirations in life too and making a financial plan to ensure that these can be achieved.

Smythe House

Financial Planning

Our financial plan for you can include many different elements such as an investment strategy, tax planning, advice on how to protect your family should the worst happen, and the provision of an income for when you retire. Whatever financial issues need addressing, our financial plan will cover them.

Cashflow Modelling

We will provide you with regular financial forecasts through cashflow modelling

A cashflow model is a detailed picture of your assets, investments, debts, income, and expenditure, which are projected forward, year by year, using assumed rates of growth, income, inflation, wage rises and interest rates. This allows us to model a variety of different scenarios to see which approach will best ensure that you are always financially secure, no matter what happens. Personal circumstances, global events, and investment returns change regularly and our ability to adapt to those changes, and predict their impact on your finances, is fundamental to your peace of mind. Cashflow modelling enables us to give you a much clearer indication of how different approaches and circumstances will affect your future financial position and enables you to make informed decisions, such as:

  • When you should / could retire
  • How to educate your children privately through  secondary school and University
  • How to ensure you do not pay excessive tax
  • How to pass on your assets to your beneficiaries in the most tax efficient manner

We will meet with you several times a year to provide ongoing reviews and advice, to ensure that you are on track to achieve your goals.

Get in touch today

What Our Clients Say

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"Ed has helped me greatly in managing my investments and in preparing my financial portfolio for my retirement. He is always professional, transparent and ethical and I have no hesitation in recommending him and Smythe House”
A. F
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"I have been fortunate to have Ed and Smythe House advising me over a wide cross-section of financial affairs for many years. Smythe House have tailor-made many solutions for my requirements. Ed’s hands-on approach and in-depth knowledge of my financial and personal situation have given me comfort and confidence about the future, whatever it may contain"
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"I have found it very helpful to get advice on all aspects of my finances. Ed and Smythe House have introduced a range of investments while keeping a close eye on external advisors to ensure good performance. I would happily recommend Ed to others who are looking to have the trusting professional relationship that we have built up over the many years."
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