Reflections on financial-planning for 'normal people'

Do The Test

You may, as yet, be unconvinced about the value of incorporating financial services into your accountancy practice.

It may seem like a lot of hassle for a minimal return - or you may simply feel that it does not 'fit' with your business model.

To help you begin to work through the issues, why not download our spreadsheet and 'do the math'?  We've put some sample figures in it to demonstrate how it works - just replace them with your own.

We've written this spreadsheet with firms that currently refer clients to an external IFA in mind.  Please click here to download it.

About Us
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Why accountants?
Why financial services is such a good 'fit' More ...
There's a better way
Financial planning in the real world More ...
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