Cashflow

By: Alasdair Walker

Managing Director

Handford, Aitkenhead and Walker Ltd

Alasdair Walker, Managing Director of Handford, Aitkenhead and Walker: lets discuss cashflow and Maslow’s hierarchy of needs.

By: Martin Bamford

CEO

Bamford Media Ltd

When you’ve seen the benefits of a lifetime cashflow model first hand, it’s a lightbulb moment that immediately convinces you of its power.

By: Rob Tedder

Client Cashflow Solutions Manager

i4C Cashflow Modelling Software

Cashflow modelling demonstrates the value you add to a client and you can stress test market movement on a client’s longterm financial plan.

By: Alasdair Walker

Managing Director

Handford, Aitkenhead and Walker Ltd

An annual client Review Meeting acts as our formal client touch point each year to review what has happened and what changes need to be made to inform the future.

Much has been written about the first meeting with a prospective client. What happens when the prospect decides to proceed?

By: Natalie Wright

Partner

Mazars

Developing a Financial Planning proposition can seem like a huge undertaking. But if your focus is already on achieving good outcomes for clients, you have the core foundations already in place. By Natalie Wright.