"Like the product, can really see it adding value and saving time for the ‘lighter’ touch cash flow cases. Output is great, easy to explain, easy to enter the data. Big thumbs up from me. "

Rob Starling, Envisage Financial Planning

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What our users are saying

"Like the product, can really see it adding value and saving time for the ‘lighter’ touch cash flow cases. Output is great, easy to explain, easy to enter the data. Big thumbs up from me. "

Rob Starling, Envisage Financial Planning

"MoneyScope is a fantastic tool which allows you and your clients to very quickly get a grip on their future financial health. Many financial planners are looking to add value to their proposition and MoneyScope should be a key component of that offering. It produces sensible reports that cuts out information overload and with the ability to alter the inflation rate and net investment return as part of the live plan, it means it is a tool you can use in front of the client or as part of a report process, whichever suits you best. Using MoneyScope is a painless decision to make, it's low cost but has a high positive impact and with the backing of Richard Allum and his values, integrity and knowledge. It's a powerful tool to have."

Philippa Gee, Philippa Gee Wealth Management

"I've just used moneyscope with 2 existing clients and they loved it. They loved the simplicity of the reports and have a clearer idea of the future lifestyle they'll be able to enjoy."

Gary Phillips, Chartered Financial Planner

"I like it for its simplicity and the output is fine for our purposes."

Miles Hendy, Fraser Heath Financial Management Limited

"MoneyScope - an excellent cashflow modelling tool. Clients loved it."

Robin Clarke, Bluecoat Wealth Management

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