A roadmap for financial success
The trouble with trying to improve your financial position is that there’s a huge amount of information to consider. So imagine how much easier things would be if you were able to visualise your financial aspirations. That’s what cashflow planning is.
If you’d like to learn more about cashflow planning or get a cashflow plan of your own, our experts are on hand to help. In us, you’ll get a valued partner to take you through each step of the process, and provide clear guidance about what to do next.
Your questions, answered
What are the benefits of cashflow planning?
The big advantage of cashflow planning is that it allows you to clearly see where you are at and where you’re going in terms of finances. Armed with that information, you can make important decisions and make sure you’re heading in the right direction.
Our experts can take your details and use them to create your cashflow model. You’ll see how different scenarios could affect your wealth, in both the short and long term. Best of all, you can then get expert advice from our experienced specialists on the steps you ought to take.
Do I need to have a specific goal in mind first?
It’s always worthwhile having something to aim for in life, and that’s true when it comes to finances as well. But you don’t need to have a particular goal in place before seeking help with cashflow planning. In fact, cashflow planning can help you decide which goals to prioritise.
You may want to know how much to sell your business for, what home you can afford, or when you can retire. Cashflow planning software can reveal this for you, by showing how far your wealth can take you, and the changes you might need to make.
Will you update my cashflow plan if needed?
No matter how well we plan, none of us can predict what will happen over the course of our lives. If your circumstances change, either unexpectedly or by choice, your cashflow plan can easily be updated to reflect your new situation.
Our financial services clients can opt for regular reviews. In your meeting, we’ll discuss your cashflow plan and whether any tweaks need to be made. With an updated plan in place, you can check how things look and take any recommended actions.
Why are you different from other advisers?
Dealing with us isn’t like visiting the headmaster’s office. We aren’t stuffy or aloof. We’re an honest, family-run business with community values at the core, and our sole focus is helping you find happiness.
The difference you’ll enjoy as our client is the personalised service you’ll receive. Our friendly advisers really take the time to get to know what makes you tick, so they can help with your life, not just your finances. That way, you get the results you deserve, and the peace of mind of knowing everything’s in hand.
What clients say
I spoke with Matt for advice on the best pension options available to me. He was so professional and understanding and he relayed the information to me in a manner that I understood. I’d recommend Matt and Beesure to anyone seeking financial advice.
It was so simple to set up my life insurance with Beesure. It didn’t take long on the site, and I had a call in a few hours to finalise things. The quote was really competitive too.
I’ve recently started a new business and took out a secured loan to help with my start-up costs. Taking out personal guarantee insurance through Beesure has given me peace of mind, should the business struggle.
Considering I’ve been using Beesure for my business insurance, I knew it was a no-brainer to insure my property with the same company. I’ve even switched my corporate vehicles over and I now have one renewal date for everything.
Excellent service when reviewing my pension arrangements and always available to help… and I had a lot of questions! I’d recommend Beesure to everyone.
Thank you, Beesure. I’ve been so worried since the Covid-19 outbreak, but putting my life insurance in place and restructuring my cashflow plan has taken away unnecessary stress.
Matt has helped find the best cover for me at such a great price per month. A massive weight off my shoulders.
Luis was quick to find an alternative policy for my business to cover my employees and public liability. I was able to save money as well as increase the level of protection.
Beesure arranged my ISA and General Investment Account, and I cannot speak highly enough of them. Superb.
of clients would recommend us to their friends, family or colleagues
of clients believe working with us has helped or will help them achieve their financial goals
of clients were very satisfied that we understood their needs and goals, with the remaining 12.50% of clients mostly satisfied
How it works
In our first meeting together, we’ll establish what your financial goals and aspirations are and gain an understanding of your current circumstances. If applicable, we’ll also determine how comfortable you are with risk.
Analysis & Research
We’ll take a deep dive into all of the information provided and the financial data available to us. By analysing this, we can begin planning a journey to help you reach your financial goals.
We’ll present our plan back to you in the form of a report. This detailed but easy-to-follow document will contain all our expert recommendations for achieving your aims.
Implementation & Reviews
If you agree with our recommendations, we’ll put your strategy into place. We’ll review your goals regularly, and tailor our ongoing support based on your preferences and unique needs.
You’ll find a wealth of information here in our dedicated home for insights and useful resources, regularly updated so you’re always in the loop.
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Get in touch
Make an enquiry and a member of our friendly team will contact you to discuss.