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Financial Report

Empower Your Financial Future with Cashflow Modelling from CashCalc

At Pecunia Financial Planning Limited, we are dedicated to helping you achieve financial clarity and peace of mind. We understand that making informed financial decisions is key to securing your future. That’s why we’ve partnered with CashCalc, an industry-leading cashflow modelling tool, to provide you with a clear and personalised roadmap to financial success.

Why Choose CashCalc?

With CashCalc, you can:

1 / Visualise Your Financial Goals:

Create accurate cashflow projections that help you see how your income, savings, and spending align with your long-term goals.

2 / Simplify Financial Planning:

Whether you're saving for retirement, planning a big purchase, or looking to preserve your wealth, CashCalc makes complex planning simple and easy to understand.

3 / IMaximise Your Financial Potential:

By forecasting your financial future, you can make strategic adjustments today to ensure you’re on track to meet your goals.

Tailored Financial Solutions with Over 35 Years of Experience

At Pecunia Financial Planning, we combine over 35 years of industry expertise with cutting-edge technology to deliver personalised, transparent, and comprehensive financial solutions. Our mission is to empower individuals and small business owners by providing the tools and guidance they need to:

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  • Maximise retirement income.

  • Preserve wealth and manage risks.

  • Build a lasting financial legacy.

Working with Financial Documents

Get Started Today

Whether you're planning for retirement, managing wealth, or simply want to get more out of your finances, CashCalc is here to help you create a financial plan that adapts to your needs.

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Book a free consultation today to explore how CashCalc and Pecunia Financial Planning can work together to shape your financial future.

Pecunia Financial Planning Limited provides "educational financial services or guidance", which the Financial Conduct Authority (FCA) Handbook PERG 8.26.2 and Section 22 of the Financial Services and Markets Act 2000 state does not require FCA regulation. As we do not sell investment or pension products, these educational financial services fall under the jurisdiction of general consumer laws in the UK, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition, and Consumers Act 2024. The Competition and Markets Authority oversee us.

 

Clients of Pecunia Financial Planning Limited are protected by consumer protection regulations, granting them a private right of action not available to clients of FCA-regulated firms. For additional information see our terms and conditions. Please feel free to contact us.

 

Pecunia Financial Planning Limited is registered in England & Wales under company number 15693682 registered office address 5 The Dingle, Heapey, Chorley, Lancashire, United Kingdom, PR6 9AZ.

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