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Best regards
Zmags
Business advice for
financial planning start-ups
Thinking of starting your own
financial planning business?
The financial advice market has always been a
‘cottage industry’ allowing small firms to establish
and thrive. Many advisers have what is termed
lifestyle businesses, one- to three-man bands
with a sufficient number of clients to sustain a
healthy income for themselves and their families.
Others have grown into larger local and regional
companies. And with the entrance of consolidator
companies into the market we are seeing a new
trend towards a growing number of national
companies, which further down the line, could see
the first household financial planning brand names.
With the recent pensions freedoms and other
legislative changes creating greater complexity
around pensions, tax and general financial
planning, the conse
Business advice for financial planni
Thinking of starting your own financial planning
1. The Business Plan As with all new businesses,
Diane Weitz, Ashlea Financial Planning
2. Define Your Client Much like every other indus
Smith agrees with this sentiment: “Being a genera
owner, you need to consider the cost of your prem
contributions. I would also advise embracing tech
makes a successful business and look to emulate c