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Cashflow Planning with FE CashCalc

With the country's market leading cashflow modeller, you'll be able to create powerful and
engaging lifetime cashflow plans which will bring your client's financial situation to life.

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Meeting your needs

Where financial planning happens

Our integrated suite of online financial planning tools is specifically designed to help you and your entire financial planning process. From creating powerful lifetime cashflow plans with our award-winning cashflow modeller, to running specific calculations with our range of 25+ financial calculators, we're here to provide the tools you need to do your job.

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  • Help clients reach their goals

    With our visual timeline, you'll be able to map out and determine how your clients can achieve their financial and personal goals.

  • Improve client understanding and engagement

    Strike the perfect balance between simplicity and complexity, and create powerful and easy to understand reports to engage your clients.

  • Help prepare clients for 'what if' scenarios

    Conduct deterministic and stochastic modelling, as well as running market simulations to stress test the cashflow plans you create. 


Simple. Powerful. Engaging.

Strike the perfect balance between simplicity and complexity

Market leading cashflow modeller

With our award-winning cashflow modeller, you'll be able to create powerful and engaging lifetime cashflow plans which will bring your clients' financial situations to life.

Ensure your recommendations are suitable for individual needs and goals with comprehensive cashflow models and robust stress testing.

Engage your clients with visual and easy to understand report outputs, whilst demonstrating the value of your advice with side-by-side comparisons of current and proposed financial plans.

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  • Map out life events and goals on a visual timeline
  • Create net and gross cashflow plans
  • Conduct both stochastic and deterministic stress testing
  • Produce visual, client-friendly reports

25+ calculators

Streamline your workflow and boost your productivity with our intuitive and user-friendly calculators.

Our wide selection of financial calculators allows you to complement your cashflow plans with precise calculations for individual events - ranging from a pension forecaster, to mortgage and equity release, to school fees calculator.

Generate clear and concise reports that you can share with your clients, helping them to visualise the impact of different financial decisions and more accurately plan for the future.

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  • Early retirement calculator
  • Mortgage & equity release calculator
  • Inheritance tax planner
  • Pension carry forward & tapered annual allowance calculator

Backed up by the numbers

FE CashCalc in numbers

How advisers are using FE CashCalc to enhance their advice process

  • 1.2 hrs

    could be saved per client

    by using FE CashCalc to help prepare for an annual review

  • £ 13 K

    could be saved each year

    by a financial adviser with an average number of clients

  • 339 K

    cashflow plans

    were created in 2023

Watch these cashflow modelling tips with FE CashCalc

Learn how to create powerful and engaging cashflow plans for your clients.

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how to update


How to update the Cashflow Modeller with client information

These simple steps can help reduce the need to manually key client information, and with it streamline your financial planning process.

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a brief guide


A brief guide to our Cashflow Modeller (gross)

As well as creating net cashflow plans, you can create ones which account for tax rates, thresholds and much more with our brand-new Cashflow Modeller.

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5 tips


5 tips for creating cashflow plans with FE CashCalc

Here are 5 tips to help you when creating cashflow plans with CashCalc.

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What our clients say

How FE CashCalc has helped bring financial situations to life

The really important thing with [cashflow modelling] is the outcomes that the clients get from it. And because they understand it, because it's graphical, it has meaning for them. So for clients, for me, with my relationship with clients, it's very, very special.


Barry Davys

The Spectrum IFA Group

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Simple and transparent pricing

Adviser licences

£60/month + VAT

per individual adviser licence

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Paraplanner licences


with every individual adviser licence

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Group licences

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for a bespoke price for larger firms

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