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Cashflow Forecasting

Visualise your financial future with our
goal-based, interactive planning

Cashflow forecasting is about more than just what comes in and what goes out. It’s about looking at what-if scenarios and getting answers to vital life questions in order to make your finances work harder for you.

Some of the vital questions that we ask ourselves when it comes to forecasting the financial wellbeing of you and your family are:

Will we be
okay when..?

Can we
afford to..?

What happens
if..?

We’ll help you answer these questions, and empower you with financial confidence.

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Our sophisticated forecasting software allows you to visualise your financial future based on key life events and what-if scenarios. We believe that a picture is worth a thousand words and that having answers to important life questions can help you to rest easy today, while you plan for tomorrow.

The cashflow charts analyse current and projected future needs, goals and aspirations and assess the likelihood of you being able to achieve them, year on year, throughout your lifetime.

You’ll be empowered with the answers to important life questions, helping you live life to the full.

Our team

Meet The Advisers
As a Senior Independent Financial Planner, Roger has over 20 years of experience in financial services and is an expert in the pensions industry. His main aim is to help…
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Meet The Advisers
Sam joined us in February 2020 as an Associate Financial Planner. His goal is to nurture lasting client relationships by providing clear, concise, personalised advice; helping clients make pragmatic decisions…
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Meet The Advisers
Harrison joined Aspirations in 2022 as an Associate Financial Planner. Harrison started in the financial services industry providing independent financial advice for an IFA firm covering the South West. During…
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Meet The Advisers
James has over 5 years of industry experience working in both administrative and research roles. Before joining the team in 2021, James was a private client administrator at Chase de…
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Meet The Advisers
Sam has over 20 years’ experience in financial services, having worked for small boutique IFA’s through to large corporate Banks and Building Societies. His extensive knowledge of investments, pensions and…
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Meet The Support Team
Stephen is a Chartered Compliance Manager and works very closely with the Financial Planning team to ensure the advice given to clients is always in their best interests and meets…
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Meet The Support Team
Nickie is our Office Manager and is responsible for the day-to-day running of the office. Nickie also oversees the financial administration of the business and has over 17 years of…
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Meet The Support Team
Sarah joined Aspirations in 2021 as a Senior Administrator and offers further support in resource management as well as management of our internal systems. Before joining Aspirations, Sarah worked for…
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Meet The Support Team
Rachel joined Aspirations in 2021 as Paraplanning Manager. With over 20 years of experience working in financial services, Rachel has worked across a number of roles that include advising, paraplanning…
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Meet The Support Team
Steve is a Senior Paraplanner and brings with him over 16 years of experience in the financial services sector. Before joining Aspirations, Steve worked as a Paraplanner for 9 years…
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Meet The Support Team
Kian joined the team in 2023 as a paraplanner and brings 5 years of experience in the financial services sector. Before joining Aspirations, Kian worked for 4 years as a…
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Meet The Support Team
Edward joined Aspirations in 2022 as a Senior Administrator. Before joining Aspirations, Edward worked for various Wealth Management firms and offers a great deal of expertise in the effective management…
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Meet The Support Team
Kathryn joined Aspirations in 2022 as a Senior Administrator. Before joining Aspirations, Kathryn worked for various Wealth Management firms and offers a great deal of expertise in the effective management…
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Meet The Support Team
Mira joined Aspirations in November 2020 after a 9-year career working in the Retail sector. As an Administrator, Mira’s main focus is to support the Financial Planners and Paraplanners, as…
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Meet The Support Team
Chloe joined Aspirations in June 2023 as a Senior Administrator. Before joining Aspirations, Chloe worked for other Wealth Management firms and has 4 years of experience within the financial services…
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Meet The Directors
Andy leads on all commercial activities and is responsible for the development of the team. With over 30 years’ experience working in financial services, a large focus of Andy’s is…
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Meet The Directors
Adam is our Managing Director with over 20 years of experience in the financial services industry. During this time he has given advice to private and corporate clients, his sole…
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More Services

Cashflow Forecasting

Our sophisticated forecasting software allows you to visualise your financial future based on key life events and what-if scenarios. You’ll gain a visual journey of your future with goal-based, interactive planning. The cashflow charts analyse current and projected future needs, goals and aspirations and assess the likelihood of you being able to achieve them, year on year, throughout your lifetime.

Read More

Investments & Wealth Management

It’s easy to put off taking action, but our highly qualified and friendly team will make the process easy. We’ll listen to your goals and help you to establish your appetite for risk and then help you to work towards your goals using a range of flexible investment solutions.

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Retirement Planning

Whether we’re loving what we do for a living, or working to maintain a lifestyle, we can help you understand what you need to do to plan for a comfortable retirement. That way, you can know when you can retire; what you can spend between now and then; how much you can spend in retirement, and much more besides!

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Tax Planning

Just because the tax system is complicated doesn’t mean you need to get lost in it. We offer a wide range of tax planning services and can help you to minimise the amount of tax you pay, just by putting together a plan.

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Get in touch

    © 2014-24 Aspirations Financial Advice Ltd. All Rights Reserved

    Aspirations Financial Planning is a trading style of Aspirations Financial Advice Ltd and is directly Authorised and Regulated by the Financial Conduct Authority (FCA) FRN Number 668764).

    Registered in England and Wales, number 8252963.

    Registered Office: 1st Floor West Offices Willow Brook Centre, Bradley Stoke, Bristol BS32 8BS.

    The value of your investments can go up as well as down and you may get back less than you originally invested