AdviceTech Forum April – Goal-Based Planning

The April meeting of the AdviceTech Forum turned its attention to “Goal-based Planning – the evolution of cashflow planning and how it has become a core feature of advice for advisers and clients”.

Chaired by Ian McKenna, the session bought together three practitioners with contrasting perspectives:

  • Gregg Schofield, Head of Advice Strategy at Wesleyan Group, who oversees cashflow modelling across a network of 200 advisers;
  • Richard Gough, Senior Paraplanner at Create Wealth Chartered Financial Planners, a two-adviser firm with deep hands-on experience of cashflow tools; and
  • Olivia Perry, Financial Planner at Connor Broadley, who has applied cashflow modelling in contexts ranging from retirement planning to divorce settlements.

Together, the panel examined:

  • How are cashflow planning tools used across the industry?
  • Is cashflow planning adopted in the same way across advice firms or, are there variations in approach?​
  • What is the future of cashflow planning – what will be the advances for 2026?

Session highlights

Login or Register

This valuable content is currently restricted. Here's how to access it:

Already have an account?

Click the login or register button above to gain immediate access.

(if you have the correct account permissions)

_

Are you a new user?

Click the login or register button for FREE access for financial advice firms

If your registration requires approval, don't worry! This is usually completed same day!

(If further infomation required, our team will be in touch to discuss)

_

Are you already logged in?

If you are logged and can't access this content

please contact us to discuss available options!

_