Cash Flow Planning and Cash Management Service

Blue Isometric Design

What is Cashflow planning?

Simply put, we use sophisticated financial software to map out your potential financial future.

Together with the use of specialist software, we combine an understanding of your current financial assets with your own views on, for example, how much investment risk you want to take and any specific goals you want to achieve to create a personalised plan.

The planning process will help you to better understand the long term implications of actions taken, allowing you to compare various different scenarios, and empowering you to make key decisions.  For example, a Cashflow plan can help to address questions such as, “When can I afford to retire and what would happen if I brought this forward?”, “How much can I afford to gift to my children without it impacting on my lifestyle in the long term?”, and “Can I afford the cost of private education for my children, and what impact will this have on my finances?”.

Most plans are intended to be regularly updated, meaning that over time they can be refreshed to take into account changes in your circumstances, goals, legislation and the investment returns achieved.

What is our Cash Management service?

The Cash Management service is designed to help you receive the best returns for sums of cash on deposit.

Our service draws on a constantly updated database of deposit rates from across the spectrum of UK-regulated institutions.

We can screen deposit rates according to a variety of factors, including liquidity requirements, financial strength and Financial Services Compensation Scheme (FSCS) limits to create a personalised portfolio to suit your specific requirements.

We can then notify you if interest rates change or when your fixed term deposits mature, enabling you to continue benefitting from the best interest rates on the market.

If you are interested in either or both of these services please get in touch with us.

Why Choose Hamlyns?

Personalised Service

We take a unified and unique approach to accountancy; providing an individual service to our clients

Time & Dedication

We take the time to offer proactive and innovative advice that help our clients achieve their long-term goals

Holistic Approach

Our holistic approach offers a combination of professionalism, a personal touch and attention to detail

Quality Assurance

Every one of our professional team is a member of one or more of the ICAEW or the ACCA

What Our Clients Say

Hamlyns treat me as an individual. I don’t feel like “just another client” to be processed.

Diana Boulter
MD, DBA Speakers

Chris and his team gave us precisely the advice our business needed, even before we knew we needed it!

Mike Higgins
Managing Director, Hawkmoor Limited

It’s great that I always get to speak to the same Partner who knows our situation, so I don’t need to keep repeating things.

Johnny Richards
Finance Director, Normandy Garage

When we came to Hamlyns, we were a start up business. In a few years, they’ve really helped us become a major player in our sector.

Frank Pawley MBE
Chairman, Global Travel Management Ltd

We have been working together for over 10 years and our relationship is vital to the success of our business; I would not hesitate to recommend them.

Angela Hall
Partner, Occupational Health Professionals LLP

I appreciate Hamlyns expert and informed guidance and helpful approach.

Managing Director, Arcom IT

Hamlyns took the stress away by anticipating and understanding what I needed.

Managing Director, PromoLogistics Limited

Hamlyns gave me great advice and hand-holding to ensure my exit from the company was quick and clean. I am also thousands of pounds better off. Thank you, thank you.

Douglas Cooke
Former Director