[email protected] | 01506 632929 | Monday to Friday 9am-4pm
[email protected]

01506 632929

Monday to Friday 9am-4pm

Cash flow modeller

EP Calculate can be used to test investment scenarios based on your personal circumstances.

By entering details of your age, life expectancy, income, expenditure and investment criteria – we can should you a visual representation of your retirement plan.

You can make instant changes the calculation, allowing you to fine tune your plan. You will also have the option to download a PDF report of the calculation for your records – although please note it should only be considered as guidance and does not represent financial advice.

EP Calculate is our in-house cash flow modelling tool and is compatible with all common internet browsers, HOWEVER it was developed mainly with Google Chrome laptop & desktop users in mind. We recommend that you use our browser calculator with Google Chrome. Please make sure you only use whole numbers (i.e. 60, 600, 6000). Decimal places and commas will not work.

Fee calculator

In the scenario that you decide to proceed with regulated financial advice, our fee calculator can demonstrate how our fees will be applied to your investment plan.  

Again, please note that our calculation should only considered as guidance. If you have any questions regarding our fees, please contact us directly

Use the fee calculator to test different investment scenarios. You’ll be asked to provide the following information for a calculation to be made: Investment amount (£), Annual return (%), Annual fees (%) and Investment term (number of years).