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Financial Planning for Businesses

Business_FP_3DFinancial Planning for Businesses

And for people in business


This is an unusual but highly popular guide because it produces a direct line between financial planning and people who run their own businesses. With over 5 million people now operating a business in the UK, with nearly all of these being SMEs, the financial overlap between the business and personal finances of this group is considerable.

This number – 5 million – has grown from 4 million in just a few years. This is your opportunity to interact with this rapidly growing market.

Financial Planners have a critical role to play. The guide explains what that role is and how it works. It produces a simple explanation of why anyone who is in business on their own account, self-employed, in partnership or a shareholder/director of their own company, can use financial planning to help with their business requirements.

Many people in this position segregate their business and personal positions. However retirement planning, succession planning, protection and tax are all wrapped up together and the financial planning solutions work just as well for the business as they do for the individual.

If you are a Financial Planner or Financial Planning Firm looking to develop business clients and/or support an accountancy practice with business clients, this guide is an ideal communication tool to use. It is perfect for communicating a different concept to the ones people normally see and putting these ideas in front of your audience (whether these are your existing clients, new prospects or a professional connection), all under your brand.

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