Cortex Wealth - Financial Advisers based in Yorskshire

Lifetime Cash Flow Planning

Knowing where your finances are today is just the beginning. Your future should be part of the picture!

We can help you to look into your financial future to see where you're heading. Looking at all the information we need to answer every “what-if” scenario.



Cash Flow Planning is Key to Financial Planning

Cash Flow Planning is Key to Financial Planning

The purpose of cash flow planning is to help you make informed decisions about your finances by providing a clear picture of your cash position and how it's likely to change in the future.

Knowing where your finances are now is just the beginning. We can work with you to build a picture of your future decisions, help you plan to reach your financial goals and mitigate any shortfalls.

We help our clients plan and adapt to real life events before, during and after they happen by using sophisticated cash flow forecasting software and our expertise to see where you're heading.

Which also enables us to work with you to make smarter and better financial decisions.

One of the services we provide is to illustrate your financial position now and how this position will evolve throughout the rest of your life, good or bad, to give you control of your money and your life.

Let us focus on your investments whilst you focus on what you want to do and live the life that you deserve.

The Financial Conduct Authority does not regulate Cashflow Planning.