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Client
James Worthington
Age 68 · Retires at 65
Assumptions
Net Worth
£2.4m
Annual Income
£84k
Annual Expenses
£62k
Net Surplus
£22k
Projected Cashflow
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Projected Cashflow
James Worthington · Base scenario
Net Worth at 85
£1.8m
Annual Income
£84,000
Surplus p/a
£22,000
My Plan
Net Worth
£1,240,000
▲ 4.2% this year
Monthly Income
£6,200
Pension + ISA drawdown
Budget Buckets
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Barclays Current Account
Connected · Last synced 2 mins ago
Recent Transactions
Halifax Mortgage
Housing
Waitrose
Food & Drink
Shell Petrol
Transport
Netflix · Monthly
Subscriptions
Pension Payment
Income
Bupa Premium
Health
Monthly Summary
£1,240
Housing
£380
Food
£215
Transport
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Prepared by
Arthur Browns Wealth Management
Authorised and regulated by the FCA
Cashflow Report
Prepared 18 March 2026 · Retirement Planning Review
Portfolio Value
£1,240,000
Projected at 85
£1,800,000
Annual Income
£84,000
Annual Expenses
£62,000
Adviser Note
Based on the assumptions discussed, your portfolio is on track to sustain your retirement income through to age 95, with a projected surplus of £1.8m. We recommend reviewing assumptions annually.
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Expected
£12,450
Received
£11,890
Variance
-£560
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