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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…
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Blog
July 24, 2017

Update July 2017 – Unit Trust item now features advanced growth options

You asked, we delivered... As part of the July 2017 Truth Software Update to our…
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Blog
July 21, 2017

What IS cashflow modelling software anyway?!

Curious about Cashflow? So you've heard a lot about it, but just what is cashflow modelling…
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Blog
July 13, 2017

DB or not DB: that is the question! (Part 2)

Beyond APTA - the role of software in pension transfer advice: Last week, we looked at…
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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…
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Blog
June 30, 2017

DB or not DB, that is the question!

Cashflow Modelling to form part of APTA... The FCA consultation document on replacing the TVA…
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Blog
May 31, 2017

Take a moment to stop spinning plates

IFAs in 2017 have a number of plates they need to keep spinning if they…
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Blog
May 22, 2017

Prestwood Business Consultancy Roadshow comes to Manchester

Take your business to the next level... IFAs in 2017 have a number of plates…
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Blog
November 8, 2016

Prestwood Calculators

Investment Calculator: If you need to make a quick calculation on your client's investments, our…
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Blog
November 4, 2016

A Workshop With Paul Etheridge Run By Prestwood Enterprises

We are delighted to announce that Paul Etheridge MBE will be delivering a workshop which…
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