2 Chapel Court, Holly Walk, Leamington Spa CV32 4YS • Email: info@chapelcourtwealth.co.uk
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Construction of a lifetime cash flow model is the foundation of planning your clients’ financial future. The model can then be used to apply any scenario at day one or anytime in the future.
So for example your client might want to know how long a lump sum payment will last or what level of return they need to achieve a specific goal. What if the main earner was to die or be seriously ill, or a divorce, an inheritance or sale of a business.
Every client is different and we spend time listening to what they say. Their aspirations, fears about care fees, desire to help their family whatever, is important to them. They might have views or beliefs about investment, taxation or any number of subjects, each is important for one overriding reason - whatever is advised must fit in with the client’s culture, values and philosophy, they have to feel comfortable with their plans.
If you would like to see a demonstration of how effective a cash flow model can be please contact us at ifa@chapelcourtwealth.co.uk
Our services include everything you would expect from a firm of Independent Financial Advisers, Investment, Pensions, Insurance - but these are just tools to achieve the security a client needs for their future. Our services are not geared to selling products. Anything we arrange is done so we can help your private clients, commercials, charities and trustees and your staff to achieve their lifetime goals.
We respect your relationship with your client and are very aware that what we do has a bearing on your reputation. Having come from a background over 125 years service we understand what is important to both clients and the professional firm.
Our team offers guidance and advice for most financial matters:
Investment and Savings
• Investment Planning
• Risk
• Charity Trustees
• Social Responsible Investment
Financial Planning
• Financial Planning Procedure
Pensions and Retirement
• Retirement
Estate Planning
• Inheritance Tax
• Philanthropy Planning
Wealth Planning
• Wealth Protection
• Inheritance Tax Mitigation
• Tax Planning
• Long Term Care
• Philanthropy
Solicitors
