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.We are not responsible for the accuracy or content of the information within the linked pages.
Read lessVery happy with both the service and products recommended by Louisa at Metcalf Wealth Management, I found the whole process to be very easy, and was put under no pressure whatsoever to accept any particular product. In short, good honest advice by a very friendly adviser.
After much searching and initial enquiries with finance / investment management advisors it proved the right decision to go with Metcalf. At all stages confirmation that solution options met with my needs was paramount and always with a relaxed very professional approach. Louisa and the team are extremely knowledgeable.”
I have had a relationship with the Metcalf Wealth Managers team since 2017, and they have been very helpful in amalgamating various personal pension schemes into a SIPP and another longer-term pension structure. The team have also been integral regarding monthly drawdowns from the SIPP in a tax-efficient way, keeping me fully informed on the corresponding paperwork trail as necessary. I fully recommend their advisory services accordingly.
Metcalf Wealth Managers provide a highly professional service in a very friendly and helpful way which I value and appreciate. Louisa is extremely knowledgeable and explains matters properly without being confusing. I trust her guidance, advice and recommendations and I feel that my investments are being well managed and are in very capable hands.
I have been very pleased with the quality of work you carried out on my behalf and would be happy to both recommend you to others and approach you for your assistance again once my finances and/or situation requires it.
CONTACT US
Metcalf Wealth Managers
Suite 9, 10 Churchill Square
Kings Hill
West Malling
Kent
ME19 4YU
T: 01732-780613
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Metcalf Wealth Managers Ltd is an appointed representative of 2plan Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Metcalf Wealth Managers Ltd is entered on the FCA register (www.FCA.org.uk) under no. 229367.
The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered office: Suite 9, 10 Churchill Square, Kings Hill, West Malling, England, ME19 4YU. Registered in England and Wales Number: 12939624.
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