• Criffel
  • martyn
  • bridge
  • River bridge
  • bridge 2
  • bridges
  • Countryside
  • Solway
  • town
  • martyn 4
  • arch
  • River
  • bridge 3
  • sun
  • criffel
  • loch 2
  • loch Kindar
  • view
  • Crichton
  • new brig
  • brig
  • beach 2
  • beach
  • Abbey
  • Castle
  • caul
  • solway
  • Martyn 1
  • sky and top
  • big sky
  • hill
  • hill2
  • Field
  • Crif
  • Abs
  • martyn 2
  • island
  • castle Carlisle

Cashflow Planning

What is cashflow planning? from CashCalc

We believe that Financial Planning shouldn’t revolve around ‘products’ such as ISA’s or pensions, but should be about you, and what you want to achieve in life, whether that be financial independence, early retirement, or looking after your family.

CashCalc allows your adviser to create detailed cashflow plans in order to visually map out your financial future. Outputs are refreshingly straightforward and easy to understand, and can be adjusted to show ‘what if’ scenarios.

These reports can then be updated and discussed at subsequent reviews to ensure that you are always on track to meet your financial goals.

Please speak to your financial adviser if you would like to find out more.

Alternatively, you can register for our brand new, secure client portal, which allows for secure messaging and exchange of documents between our clients and their adviser.

To find out more, watch the video below….

To register for our secure portal, click here.

What our clients say about us


We're supporting Dementia Friends Scotland

Advice for Life Financial Planning are proud to support Dementia Friends Scotland.

Advice for Life Financial Planning is a trading style of AFL Financial Planning Services Limited which is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority.

We're supporting Football in the Community

Proudly supporting football in the community. Bringing business together through youth football.