A picture speaks a thousand words!
Using our sophisticated financial planning software, we can graphically demonstrate and analyze your current and future cash flow requirements, taking into account your income, assets and liabilities. This will enable us to identify future financial issues and allow us to model various scenarios specific to you. This is of considerable assistance in evaluating your financial affairs and determining the most appropriate strategies, going forward.
Any areas of concern will be clearly highlighted, as in the example shown below where the cashflow shortfall is shown in red!
Current and future net worth is shown as in the example below.
What clients say?
I was delighted with the analysis completed on my pension. It gave me the opportunity to make positive decisions in my life. It opened up many possibilities that I never knew I had, in fact, possibilities I thought I didn’t have or would ever have. It’s certainly worth having a consultation with Richard and Paul […]read more
Billy S. // Retired Bank Manager
Buckley Kiely Wealth Management has been advising us on our financial affairs for a number of years and I wouldn’t hesitate to recommend them. I am delighted with the advice provided. Richard [Fowler] has a direct and uncomplicated manner when it comes to financial advice. He is always prompt in answering my questions and raising […]read more
I am forever grateful to Buckley Kiely Wealth, and to Richard Fowler, in particular, for taking such a personal interest in what happened to my investment with the bank and for fighting my corner with me all the way to the Ombudsman. I am delighted with the outcome not least because I really didn’t expect […]read more
When my mother fell ill and I was appointed as Power of Attorney over her finances, I needed an independent adviser to help decide where to invest her money to ensure that there is always sufficient finance to pay for her care. I met Richard Fowler of Buckley Kiely who gave me great advice on […]read more