Eddy Carter-Smith

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

I have experience in all core advice areas, with a specialism in wealth management (investment and pensions) and estate/wealth preservation. I have achieved Certified Financial Planning status, and additionally, I have been accepted as a member of the London Institute of Banking and Finance.

I have worked across all client areas and specialize in affluent and high net worth private clients. I have built a solid network of clients by providing advice and high-quality service to local people, business owners, clients in the mid-stage of working life, and those approaching retirement who want to maximize their standard of living.

Since moving to the UK in January 2017, I have worked with a network of specially selected experts to support all your advice needs. I have been married since 1986 and have three children. My keen interests include exploring the world and being an avid amateur chef and braai master. I also have a passion for reading and researching all subject matters, particularly Eschatology.