Cash Flow & Income Planning

Predicting longevity is very difficult, and most people underestimate how long they will live for. Therefore, once you stop accumulating wealth and start spending, knowing how long your money needs to last for would be useful! We can't tell you that, but we can use what we do know to to model the likely outcomes and demonstrate the effects that inflation, market movements, level of risk and tax consequences will have on your wealth.

Strategy Wealth - IFA, Cash Flow Planning

How it works

We will ask you for some detailed personal and financial information and enter this into an award winning and market leading Cash Flow Modeller to illustrate the financial plan that we are recommending. We can map out any life events, take into account inflation and tax, plus 'stress test' the scenarios to demonstrate the effect of a significant market event. We will review this plan with you on an ongoing basis to make sure it is still relevant and meeting your objectives. 

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Strategy Wealth Uk Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Strategy Wealth is a trading name of Strategy Wealth Uk Ltd which is registered in England and Wales no. 14838686. Registered office 45 Tanwood View, Bodmin, Cornwall, PL31 2PN. Directors: David Ellicott & Michael Rowan.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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