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Cash-Flow Planning

  • Can I assist the children with their first home purchase? 

  • Can I treat myself to that luxury purchase?

  • Is a round the world trip affordable?

  • When can I afford to retire?

  • Am I able to have the lifestyle I want in my retirement?

  • Have the markets played havoc with my retirement plans?

 

Via our cashflow planning we will show you your financial future based on your own personal set of circumstances and what you can realistically achieve.

 

You’ll see what your life might look like if you simply do nothing with your existing investable assets, and better still, how small changes can make a big difference to your outcome.

We can create multiple scenario's showing the affects of different options you might be considering, such as the impact of retiring early or phasing your retirement. We can simulate different market conditions which can highlight the impact of things such as inflation and costs on your wealth, helping identifying shortfalls, surpluses and tax requirements.

 

At XV Wealth, our qualified advisers can map out when you could be financially independent to concentrate on enjoying your retirement to the full.

Please click the link below for a short video explaining what cash-flow planning involves. This information is provided by FE, and not by XV Wealth.

 

Please note, by clicking this link, you are leaving this website.

https://player.vimeo.com/video/953172006

The value of pensions and investment and the income they produce can go down as well as up and you may not get back the full amount that you originally invested

 

The Financial Conduct Authority does not regulate Cashflow Planning.

XV Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.

 

Registered in England and Wales. Registered number: 05280582, Registered Address: 750 Mandarin Court, Warrington, Cheshire, Wa1 1GG

Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk

 

Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.

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