An overview of Business Financial Planning Business Financial Planning
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Everything you need to know about the basics of financial planning
As a Qualified Accountant with many years of experience in industry, I must admit, I am a numbers geek! Having worked with businesses to run, manage their accounting, incorporating robust financial forecasts, budgets, business plans and KPI models; helped businesses make strategic decisions to drive the business forwards. With this great depth of experience, I have helped many clients with the preparation of detailed financial forecasts, current state analysis and business plans to support applications for funding. I am a FCA authorised commercial finance broker, arranging funding for new business, trading businesses and property. What really sets me apart from other businesses, is the depth of understanding of what lenders and banks need to see in a business plan. Whether its preparing business plans, forecasts, KPIs for help making strategic business decisions or to support an application for funding, please get in touch.
I love helping clients gain results. Whether its building business plans and budgets to help make key strategic business decisions or to support a funding application with the bank/lender; it is so rewarding to achieve success in the business driving forwards.
I am really inspired to grow my own business. Being a mum of 3, having a good work-life balance and using my skills and expertise to help businesses and individuals grow really excites me. I love making a difference and make most of the opportunities to add great value which inspired me to be my own boss 😊
I am passionate about helping clients to achieve results. I am well driven to listen and understand clients needs. I enjoy building good relationships with clients, helping them and provide results.
Most of my services are provided remotely via email contact and online systems with Zoom and Teams.
I have conversations with clients over the phone, zoom, teams, or a platform they use easily. When required, I do visit businesses to have meetings socially distanced and adhering to the Covid-19 safe guidelines
based on 51,702 reviews
I’ve recently engaged PBATS after my previous accountant’s retirement. The transfer was done efficiently and professionally. Martin and his team were immediately on my case and identified some previous errors saving me money straight away. I’m sure from what i’ve seen so far this was a good choice and look forward to their future work.
31 May 2024
Over the course of our collaboration, we have been thoroughly impressed with the quality and reliability of your services. Darren team's expertise and meticulous attention to detail have been evident in every report. The accuracy and comprehensiveness of your financial documentation have greatly aided our financial planning and strategic decision-making processes. Moreover, your ability to consistently meet our deadlines demonstrates your dedication and professionalism. Thank you for your continued excellence, and we look forward to our ongoing partnership with FJL Financial.
23 May 2024
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19 May 2024