Excel for cashflow planning
Excel is used for cash flow planning by about 7% of financial planners. I spoke to a financial planner last week who said she uses Excel spreadsheets to run cash flow planning.
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Heather Hopkins
Managing Director & Founder
In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK.
Outside of work, she spends time with her family and tries not to dunk into the river Thames as she learns to scull.
All posts by Heather Hopkins
NextWealth Directory Launch
Today we launched the NextWealth Directory to allow financial to learn from the successes - and mistakes - of their peers to run more efficient, profitable and scalable businesses. The NextWealth Directory profiles and rates the technology companies that support the UKs financial advice businesses - with over 1,400 reviews of individual components of adviser technology systems at launch.
