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Cash flow forecasts

Lifetime cash-flow forecasting is a key element of the financial planning process, it helps us assess the size and timing of your future income and capital needs.

We can consider a wide range of possibilities, from calculating likely pension income if you retire early or late, through to funding grandchildren’s university fees or mitigating inheritance tax.

As Chartered Financial Planners, it’s our job to help you build and review this forecast, to ensure your dreams and objectives can be achieved.

Cashflow diagramCashflow 2 diagram

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Pavis Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 153871 http://www.fca.org.uk/register.

Pavis Financial Management Limited Registered Address: 8 Water Street, Liverpool, L2 8TD. Registered in England & Wales, No. 2625986.

Neither Pavis Financial Management Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The value of investments and income from them can fluctuate, and investors might not get back the full amount invested. Past performance is not a guide to future performance. Equity based investments do not afford the same capital security that is afforded with a deposit account.

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The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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