Independent financial advisers advise on investments, mortgages, pensions and other financial products. Read our in-depth practical guide to starting up and running your own IFA business.The information in this guide is organised under the two main cash flow forecast headings of: INCOME and EXPENDITURE (see below).
Start with the CASH SALES section under INCOME, which includes an overview of the sector, so you can work out how to start making sales. Then look at each of the INCOME and EXPENDITURE sections.
The CHECKPOINTS at the bottom of sections give more detailed help, including these key topics:
You can find more general information on business planning on Start Up Donut. Later, you can use the INCOME and EXPENDITURE structure to put together your actual cash flow forecast.