We often use cashflow modelling software to enable us to understand the possible effects of financial decisions on our clients lifetime wealth.
This video provides a glimpse of how it can help our clients financial planning decisions.
Please note - selecting the YouTube link in the bottom right hand corner of the video will cause you to depart from the regulated site of Metcalf Wealth Managers. Neither Metcalf Wealth Managers nor TenetConnect Services Ltd can be responsible for any content created and published solely by a third party outside our regulated site.
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Metcalf Wealth Managers
Suite 9, 10 Churchill Square
Kings Hill
West Malling
Kent
ME19 4YU
T: 01732-780613
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The levels and bases of taxation are subject to change
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.
Metcalf Wealth Managers is a trading style of The Metcalf IFA Consultancy which is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.
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