Why Truth®?

Truth® Cash Flow Modelling software underpins the business proposition of some of the most experienced and successful financial planners, accountants and wealth managers in the UK.

“We IFAs are quick to moan so I wanted to feedback positively on this.  I think the system has been greatly enhanced through the recent changes. It’s easier to make exclusions from different scenarios, easier to spot where something is wrong and the new tools are very good.  I can appreciate that an enormous amount of work has gone into this by you all and I can see how the changes will really add value within the business.”

John Condon APFS / TEP / Chartered FCSI Chartered Financial Planner, Thornton Chartered Financial Planners

Give Truth® a go!

Software powered by people

Truth Software is the most advanced and powerful cashflow modelling software on the market.  Help your clients visualise their financial futures with simple, easily understood charts and graphs, which allow you to cut straight to the point.

We’ve been providing the UK’s leading Cashflow Modelling software since 1984.  As a Truth customer, you can benefit from this experience through our expert support helpline.  Whether you need a quick question answering, or advice on planning solutions, our team are always ready to help.

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Phil Stafford CFP

Chartered Wealth Manager, Stafford Wealth Management

“Using Truth® has helped us build a successful business and has truly enhanced client satisfaction and loyalty. Our clients greatly value the structure it provides for annual planning meetings and in particular the cash flow projection module and the peace of mind it gives when life changing decisions are being planned. The helpline support when needed is excellent. Taking on the software was one of the best business decisions we have ever made.”

George and Nic Carlton-Smith

Co-owners of Carlton Smith Private Wealth

``We have been using Truth® software in our business for many years. It is at the core of our services to clients and allows us to create comprehensive financial plans with them. We have not found another piece of software that enables us to examine clients’ financial affairs in such detail, allowing them to make educated decisions about the important issues in their lives. It provides clients with peace of mind and ownership over their financial planning that they struggle to get elsewhere.

Prestwood as a provider are fantastic – they offer more than just software. If we ever have a problem with the software there is always someone on the end of the phone to help us. They provide regular updates, keeping track with industry changes, and we have come to get to know the team members well. If they can't resolve a problem over the phone, they simply log in to our PC's to fix it. Their level of technical knowledge is excellent.``

Breffni May

May Financial Planning

“This sharing of information and experience has brought our business and our family to a whole new way of life. It has transformed both our business finances and our personal finances while freeing up some time to enjoy life too. I cannot recommend it highly enough.”

Graham Ponting

CFP Chartered MCSI of Clear Water Wealth

“A solicitor asked whether I could illustrate what level of Pension Share would be required to provide a lady going through a divorce with a particular level of inflation-linked income, which would be sustainable throughout her lifetime.

Truth® makes this kind of calculation incredibly easy and I had no problem demonstrating what the sum would be.

They then wanted to know how much less this capital sum would need to be, taking into account that the lady’s State Pension is due to come into payment when she is age 67. i.e. the same inflation-linked income throughout life but supported by the State Pension from age 67.

I realised I wasn’t sure how to do this and reached for the phone. All of the Truth support team are extremely knowledgeable and came up with a solution.

I went back to the Solicitor with confidence about the figures. She emailed me the next day to say that her client had been awarded an 80% share (approx. £850,000) and that both she and the client were absolutely delighted. She suggested the client call me straightaway as she was now going to need to some proper financial planning and I have now had several meetings with the client.``

Garry Hale, CFP, Dip PFS, Ch. MCSI

Managing Director HK Wealth Managers Ltd

“I’ve been using Truth® now for 15 years and is a vital part of my business. Truth® helps me to provide a unique financial planning service and allows me to provide my clients with proper financial planning advice. It still amazes me more advisers are not using it!”.

Keri Carter, CFP

Practitioner Managing Director

``Having used Truth® for over 15 years, it is still a pleasure when presenting cashflows to new clients. Whilst most prospective clients generally have some idea of how their finances look currently, very few will have considered the longer term picture. Using the cashflow enables meaningful conversations to take place on how they might achieve their goals. In my experience, even the least interested parties engage with the capital chart and look forward to seeing whether they can live the life they want to!``

Truth just got a whole lot simpler…

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