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Personal Financial Forecasting Workshop

Roger Jackson is a Chartered AND Certified Financial Planner and an expert on cash flow modelling. He will talk about how it works, the information we need and how it helps us create a financial plan and informs the advice we give.

We will also cover the issues that can arise and how we deal with potential regulatory concerns that arise from trying to look into the future.

The event is aimed at other professionals who work with our clients to help you gain an understanding of what we do.


FMB Office
Shenstone House, Helsington, Kendal, Cumbria LA8 8AA

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