Our response to COVID-19 Events Careers 0800 434 6460 Who we are Business challenges Services Sectors Content Hub Contact us Cash flow modelling Ensuring your way of life is always as you want it Private client » Cash flow modelling A well-informed view of the future Managing your wealth is all about ensuring you can maintain the lifestyle you want. You need to plan ahead, armed with as much financial information as possible – and this is where our cash flow modelling can help. Working closely with you, we identify and analyse what you’ll need to support your desired future lifestyle. And then we provide ongoing advice, with regular review meetings, to help you enjoy that lifestyle without worrying about running out of money. Having gained a clear understanding of your plans and strategies, we use sophisticated modelling techniques to create an evolving vision of your financial future. To ensure you get the most benefit from cash flow modelling, we repeat the process regularly. PB Financial Planning is a trading style of Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority. FCA Registration 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc. Registered Office address is 1 Bracknell Beeches Old Bracknell Lane Bracknell RG12 7BW. Registered Number 04298592. The FCA does not regulate cash flow modelling. "To be able to receive expert guidance on issues as diverse as valuation, corporate finance, taxation and employee incentivisation from one integrated source is hugely beneficial." Mark Boon La Playa Recent blog Are you prepared for the changes to how you report residential property sales from 6 April this year? Read more Get in touch. Call us for free or submit your enquiry online Enquire online Call us on 0800 434 6460 Related Services Services that keep you on track, in charge and at ease. Financial planning Helping you look forward to the future Investment management Making the most of your investments Cash flow modelling Ensuring your way of life is always as you want it Personal Finance Portal Existing clients can login to our portals here Personal tax services Helping you do more than comply with the regulations View all services Back to top Useful Links Careers Work Experience Contact us Events Employee directory Media and press enquiries Online payments Press releases Client identification and verification Legal information Privacy & cookies Locations Bishop’s Stortford Cambridge Channel Islands City of London Dubai Eastern Caribbean Ely London Mayfair Newmarket Norwich Sawston Latest Content Video: Stress and distress in owner-managed businesses 12:33 PM - 26 Nov 2021 Read more Video: Delayed impacts of the pandemic and Brexit for owner-managed businesses 9:00 AM - 24 Nov 2021 Read more Latest Tweet 11:00 AM - 26 Nov 2021 Connect with us © Price Bailey LLP 2021