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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
In 2018, Chris joined the team at Aspirations as a Financial Planner where he continues to help new and existing clients. He works to provide a truly holistic approach to…
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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 Directors
Andy leads on all commercial activities and is responsible for developing the team. He has over 30 years’ experience working in financial services and a huge focus on value. Previous…
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Meet The Directors
Adam joined Aspirations in 2018 with over 20 years of experience in the financial services industry. Having spent several years working with private clients and overseeing their financial planning needs,…
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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
Laurin joined the team in March of this year as a Paraplanner and brings with her 7 years of experience in the financial services sector. Before joining Aspirations, Laurin worked…
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Meet The Support Team
Keiron joined the team in April bringing with him 20 years of experience in financial services. Having started out working with stockbrokers and insurance brokerage firms, Keiron moved on to…
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Meet The Support Team
Stuart is a Trainee Paraplanner and has enjoyed a 15-year career in the finance sector across various administration roles, mainly working in pensions which is his specialty. Previously, Stuart has…
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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
Keith has worked in financial services for 13 years and has previously worked for AXA/Aviva. He provides sound investment knowledge, analysis and administration to support his team. Keith is knowledgeable…
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Meet The Support Team
Tayla joined the team in June 2019 and has been working in the financial services sector for 4 years. She has recently taken on the role of Senior Administrator, priding…
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Meet The Support Team
James is a Trainee Paraplanner with over 5 years of industry experience working in both administrative and research roles. Before joining the team at the start of the year, James…
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Meet The Support Team
Ellis joined Aspirations as an Administrator at the start of 2021 with 4 years of experience in the industry after having worked for WP Financial Services. After only a few…
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Meet The Support Team
Jacob joined Aspirations in June 2021 to help support the senior administrators, paraplanners and financial planners. Before joining Aspirations, Jacob obtained a law degree from Swansea University and went on…
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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
Rachel joined Aspirations in June 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
Greta joined the Aspirations team at the start of 2021 to help lead the company through a rebrand and to drive marketing initiatives. She brings with her 9 years of…
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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 Advisers
Stuart started working in the financial services industry in 2004 with an insurance company. He has been advising clients since 2013, firstly specialising in Mortgages and Financial Protection and progressing…
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Meet The Advisers
Izzy joined Aspirations in 2020 and brings with her over 18 years of experience in the financial services sector. Izzy enjoys and values building long-lasting client relationships with clients, some…
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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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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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