What we think

Our insights and ideas on managing money and understanding the markets.

Cash Flow Modelling

Cash Flow Modelling

What is it? Cash flow modelling has become an increasingly popular tool used to project and visually present clients’ potential investment futures. Typically, clients will fall into three categories; accrual – those who are actively adding to and building their...

How to Make Your Money Last Through Retirement…and Beyond

How to Make Your Money Last Through Retirement…and Beyond

The Office for National Statistics (ONS) reports that the average life expectancy for a male is 85 and 87 for a female.  With the length of time retired nearly equalling the length of our working lives, how do we ensure that our money lasts? Most importantly, and...