Apps for Financial Planning

Client engagement, brings understanding and education, which leads to action….

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Outcome Focused Financial Planning

Accumulating funds for retirement, or, decumulating funds in retirement. Lifetime cash-flow planning has never been easier.

Visual cashflow

Clients can see a clear picture of their financial future.

Simplicity at it's core

Easy to use, no word processing, minimal IT skills required.

Adds Value

Increases the value of funds under advice and fee income, whilst demonstrating your integrity and professionalism.



How much do clients need to save, to get the lifestyle they desire in retirement?

Make it easy to picture

Income, Expenditure, Existing Investments, Regular Savings.

Quickly identifies shortfalls

Which leads to action, securing FUM, with clearly identified goals for the money they need for tomorrow.


Graphically demonstrate a lifestyle in retirement which should prevent your clients from running out of money, or leaving too much in Taxes.

Cashflow Tanks

Build scenarios to maximise drawdown efficiency and Tax planning

Build Reports

All scenarios can be saved and formatted in to a PDF report.


Don't just take our word for it

M P Maguire

“This App helps me to help the client identify their financial needs and priorities in a very clear fashion.”

Richard Turnbull - Dip PFS

I have tried other tools in the past but this App is so simple & intuitive, it makes the others look clunky & dated.”

Mark Barry - Advisor Portals

With regard to the life time cash flow tool, it is easily the best on the market for cash flow modelling.”

David Robbie - Dip PFS

Thanks for producing such a great App.”


Some of our partners.


About Us

Nigel Burgess - CEO

Nigel is the CEO of LifeCash Limited, the technology company he founded in 2011. Having started life as a mechanical engineer, he came in to financial services in 2000, working as a financial planner (IFA), qualifying to diploma level. Having spotted a need for an interactive cash-flow modelling tool, he started LifeCash Limited in February 2011. Nigel is actively involved with 100 other influential thought leaders who are collaborating on “The Future of Savings” in the UK.