Lifetime Cashflow Planning

Clarity on your financial future

It’s a fact that the majority of people have no idea where they are heading financially. They may have assets, investments and/ or high levels of income, but most people have no idea what it all means, or what sort of financial future they face.

Lifetime Cashflow Planning seeks to redress this uncertainty by helping clients gain greater clarity around their financial future.

Our approach to financial planning enables our clients to identify and visualise the life they intend to lead, helping them to plan and manage their wealth in the best way to realise their individual goals.

Once we have fully understood the issues that are important to you and your family, we’ll help you answer the important questions about your future in a way that’s transparent, actionable and focused on positive outcomes for you.

Searchlight Investments are experts at providing straightforward answers to complex questions :

  • Can I afford to retire and if so when?
  • Will I run out of money?
  • Can I afford to buy the property abroad we’ve always dreamed of?
  • Can we afford to help our children or grandchildren get on the property ladder?
  • Will we need to downsize or move to a smaller house?
  • Can we afford long term care for Mum and Dad?
  • Can I reduce my tax bill – and what about inheritance tax?

We use advanced modelling software solutions to produce a lifetime cashflow analysis which will determine exactly how close – or how far – you are to your ideal financial situation. In addition we provide a unique, step-by-step guide to plan exactly what you need to do to ensure the brightest of financial futures.

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