New Model Adviser - For Professional Investors

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Bath IFA helps launch new cashflow planning system

Bath IFA helps launch new cashflow planning system

Jon Rolfe, a partner at Epoch Wealth Management, has helped launch a fintech cashflow modelling offering for IFAs.

Rolfe (pictured), who is an adviser at the Bath-based advice firm, has launched i4C, a cashflow modelling system. Rolfe is head of i4C’s product advisory board and its chief executive is Mark Harman.

The tool was originally founded in 2016 for internal use at Epoch Wealth Management, as advisers at the firm found other cashflow tools too simplistic.

i4C is due to launch to other financial planners in June and, so far, the product has received £2 million of investment backing. The offering is a web-based software tool that allows for interactive cashflow modelling. Client objectives are able to be changed immediately.

It was created as a response to increased regulation on financial planners, such as Mifid II, and a need to offer more streamlined advice to some clients, i4C said in a press release.

Harman, who is chief executive of i4C, said the modelling tool allows IFAs to show their real value to clients.

‘The demand for a universal application, which can be used for all clients, has been borne out of the evolving regulatory environment financial planners will have to operate in.

‘It has never been more important for financial planners to demonstrate the impact of their advice. i4C provides the opportunity for financial planners to redefine, build and develop long-term meaningful relationships to help meet their clients’ objectives.' 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Comment & analysis