Financial Planning, modelling and forecasting

Flexible financial plans to help you grow, protect, access, and pass on your wealth.

At Money Tools we use financial forecasting software from the marketing leading provider to help clients thinks about and prepares for the future.

Money management has become significantly more complex over the past 20 years. Personal administration more onerous as computers and data have become an ever-increasing component of daily life.

Therefore, instead of a pen, pad of paper and a financial / scientific calculator more sophisticated modelling software is required to paint a picture of what your financial future could look like.

Therefore, at Money Tools we use financial forecasting software from the marketing leading provider to help clients thinks about and prepares for the future. Forecasting involves determining the expectations of future results.

On the other hand, financial modelling is the art of taking a forecast’s assumptions and calculating the numbers using a client’s financial statements.

Like all models it is perfect in model form. If we are projecting 10, 20, 30 40, sometimes 50 years plus into the future even though the numbers look exact, that’s merely the very nature of numbers. Real life refuses to work like numbers and is perfectly imperfect!

However, it is a constant work in progress which makes it easier to make important decisions about money and how this could impact the future.

So, although not perfect, it is a lot better than a calculator and a pen.


Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning.

It’s all about you

Before you talk to us…

… take time to think about your future and whats important to you and your family, think about what you might need in terms of future income, larger amounts you may require and most importantly what you may want to do to make you and those close to you happy.

We all need a passion and to feel we have a purpose, have you thought what yours is? Its generally whats important to us and what makes us feel happy and fulfilled. We see our role as your financial planners and advisors to help you achieve it.

In the meantime, please have a look round our site and have a good read of anything you like the sound of.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Ready to get in touch?

Get in touch with our Independent Financial Advisers today

Here’s how it works…
  • Initial Consultation at no expense to you. We will offer as much advice as we can.
  • You’ll receive a quote normally provided at the meeting for your consideration.
  • We can either come to you to help us get a better understanding of your situation at first hand or if you prefer to visit us to see our set up, that’s fine. You choose.
  • The meeting is completely without obligation.


If you already have an Financial adviser or Planner, the changeover is very simple and we take care of it all for you.




Complete the below form and one of our Independent Financial Advisers will contact you.

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