Sandra, Author at Prestwood Software

Press Release

March 18, 2020

Keep calm and carry on: Prestwood contingency plans ensure zero disruption in service

PRESS RELEASE 18 MARCH 2018 KEEP CALM AND CARRY ON: PRESTWOOD CONTINGENCY PLANS ENSURE ZERO…

Sandra

Press Release

July 16, 2018

Pension Planning Phase 2

PRESTWOOD LAUNCHES PHASE 2 OF NEW PENSIONS TOOLS Underfunded pensions are a terrible reality for…

Sandra

Press Release

June 20, 2018

Pension Planning Revolutionised

PENSIONS PLANNING REVOLUTIONISED WITH NEW TOOL One of the biggest headaches for planners is the…

Sandra

prestwood truth software user group scotland cash flow help training

Blog

December 14, 2017

Sign up to our FREE Scotland Truth User Group

You really can’t do great financial planning without using cashflow modelling – that was the…

Sandra

cash flow modelling software tool client objectives

Blog

August 1, 2017

Client Objectives – New Tool for Lifelong Cashflow Modelling

Coming soon... We’ve been working on a beautiful new Client Objectives Statement, which will help…

Sandra

Blog

July 7, 2017

Birmingham advisers say Cashflow makes advice bomb-proof!

Cashflow modelling really does make advice bomb-proof! At the end of June we ran a…

Sandra

Coverage

June 16, 2017

Julie Lord: How we came to aid of client after sudden job loss

Ex-IFP President Julie Lord has described how she and fellow Financial Planner Gretchen Betts helped…

Sandra

Coverage

June 16, 2017

First Prestwood roadshow explains lower cost Business Consultancy

Prestwood and Engage Insight kicked off their Business Consultancy roadshow in Bristol, explaining the lower…

Sandra

Press Release

June 16, 2017

Prestwood unveils stunning next generation of cashflow modelling software making financial planning easier

Prestwood pioneered lifelong cashflow modelling in 1984 and since then has continued to innovate and…

Sandra

cash flow modelling cashflow software IFA Prestwood Truth

Press Release

June 16, 2017

Get off the Hamster wheel says Prestwood

Integrations with key industry partners from platforms to service providers previously only available to Prestwood’s…

Sandra

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Sandra

Keep calm and carry on: Prestwood contingency plans ensure zero disruption in service

Pension Planning Phase 2

Pension Planning Revolutionised

Sign up to our FREE Scotland Truth User Group

Client Objectives – New Tool for Lifelong Cashflow Modelling

Birmingham advisers say Cashflow makes advice bomb-proof!

Julie Lord: How we came to aid of client after sudden job loss

First Prestwood roadshow explains lower cost Business Consultancy

Prestwood unveils stunning next generation of cashflow modelling software making financial planning easier

Get off the Hamster wheel says Prestwood

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