We believe that money is about lifestyle, an asset to be passed on to be enjoyed in the confidence that it will not run out.
Which is why we offer our clients cashflow modelling software to help you with:
Goal mapping - get clarity on your life goals e.g. retiring comfortably or leaving a legacy
Cashflow forecast - see if you are on track to hit your goals
Scenario modelling - see the capital and income impact of the options available to you. For instance, what happens if you take more from your pension, earlier? And what impact would a prolonged recession have?
Action list - define a way forward to improve your situation and give you peace of mind, whatever the future holds
See our video below
We believe that money is about lifestyle, an asset to be passed on to be enjoyed in the confidence that it will not run out.
Which is why we offer our clients cashflow modelling software to help you with:
Goal mapping - get clarity on your life goals e.g. retiring comfortably or leaving a legacy
Cashflow forecast - see if you are on track to hit your goals
Scenario modelling - see the capital and income impact of the options available to you. For instance, what happens if you take more from your pension, earlier? And what impact would a prolonged recession have?
Action list - define a way forward to improve your situation and give you peace of mind, whatever the future holds
Kinsbourne Wealth Management Ltd is registered in England and Wales under registration number: 12076729. Registered Office: 4 Kinsbourne Court, 96-100 Luton Road, Harpenden, Hertfordshire, AL5 3BL.
Kinsbourne Wealth Management Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s/) under references 440703 & 440718.
