In this episode of intelliflo Insider, Aishling Costello (intelliflo’s senior cashflow planning consultant), Ed Grobler (financial planner at Brewin Dolphin), and Darren Waller (Financial Protection & Mortgage Adviser at Generation Financial Services), discuss the real-life benefits of cashflow planning and the impact this technology has on clients and advisers alike.
Produced and recorded remotely by Lansons.
In this episode of intelliflo Insider, Aishling Costello (intelliflo’s senior cashflow planning consultant), Ed Grobler (financial planner at Brewin Dolphin), and Darren Waller (Financial Protection & Mortgage Adviser at Generation Financial Services), discuss the real-life benefits of cashflow planning and the impact this technology has on clients and advisers alike.
Produced and recorded remotely by Lansons.