Jyles Allen

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.

For professionals, I focus on building strong financial foundations through smart investing. Whether you’re saving for a home, planning for a family, or looking to grow your wealth, I offer strategies to set you on the path to long-term success.

For families, I provide the reassurance that comes from protecting their income and loved ones. This includes arranging life insurance and income protection products that safeguard against life’s uncertainties.

I also help clients access private medical insurance, ensuring their health and well-being are prioritised. Planning for retirement is another key area of my work. I help individuals navigate their options to create a retirement plan that allows them to enjoy financial freedom and security in their later years.

My approach is simple: I listen, I understand, and I offer clear, practical advice. By focusing on what’s most important to you, I aim to provide solutions that give you confidence and control over your financial future.