Cashflow Modelling

Cashflow modelling is the process of looking at your current financial situation and planning ahead for the future. Our software gives you a detailed picture of your assets, investments, debts, income and expenditure and can provide a snapshot into the future, therefore helping you make informed decisions along the way.

Delaunay Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (806635). Registered in the UK at: Wey Court West, Union Road, Farnham, Surrey, GU9 7PT. Company Registration Number: 08107472 The Financial Conduct Authority does not regulate taxation and trust advice and employee benefits.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR www.financial-ombudsman.org.uk

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