By Rachel Efetha, Chartered Financial Planner with Anstee & Co.
In this short video, Rachel shows you how we make use of cash flow modelling tools in a practical case study. As a business, we use cash flow modelling to help you see what your retirement will look like financially.
Through a series of questions, we build up a flexible model of what your retirement may look like. The system is designed for those “what if we did that” scenarios. With our experience, we find that it helps you make an informed decision on when will be the best time for you to retire. We will take into account the income you will need, inflation and investment returns.
So, to find out more why not book an appointment. The initial ” getting to know you” meeting is at our cost and is without obligation. See how we can help you plan the retirement you deserve?
How Anstee & Co can help you plan your retirement.
First of all, our team of financial advisers will help you understand the financial options available to you. As we are Independent Financial Advisers (IFA’s), the financial planning advice we provide is unbiased. This is unlike some financial advisers who offer only their own products or work from a limited panel.
Telephone meetings may also be arranged. Whatever is best for you.
Our offices are at-
- Kettering, Northamptonshire
- Stamford, Lincolnshire
- Towcester, Northamptonshire
- London, Pall Mall, Greater London
Finally, if you have any thoughts or views about this video, “Not sure if you can afford to retire yet?”, then please let us know.
The information contained in this article is for information purposes only and does not constitute advice. No action should be taken based on this information alone. Furthermore, Anstee & Co. is authorised and regulated by the Financial Conduct Authority (FCA).