Jake Jackson

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 see myself as a Financial Coach. I help individuals and families define what their ideal future looks like, build a clear and realistic plan to get there, and then walk alongside them to make sure it becomes a reality. Before becoming a Financial Adviser, I spent years coaching tennis and working as a personal trainer – a time that shaped not just my work ethic, but my belief in the power of clear goals, a solid plan, and consistent support. That experience showed me how powerful it can be when someone truly understands where they want to go, and has the right guidance to get there.

My career path has never been a straight line – from working in hospitality to managing teams, from coaching fitness to a decade in commercial property – but the common thread has always been people. I have always gravitated towards roles where I can listen and support as it gives me a huge amount of internal satisfaction to know that I am helping others. Now as a Financial Adviser, I have brought purpose & experience together into one place. I work with individuals and families to understand what really matters to them, build a realistic plan for the future, and stay on track when life inevitably changes course. For me, financial advice is all about people - building long-term relationships based on trust, clarity, and real progress. I’m someone my clients can rely on, not just when things are going well, but through all of life’s ups and downs.

Outside of work, you’ll usually find me spending time with my family (usually as a taxi service for my 2 kids), staying active playing either golf or tennis, or diving into something new in health, mindset, or personal growth.