At Finexus Accountancy, Annual Accounts.Corporation Tax.Self-Assessment .
We understand that accounting, tax, and financial advisory services
must be tailored to each client’s unique needs.
What is Financial Planning?
At Finexus Accountancy, we believe that effective financial planning starts with understanding you—your needs, goals, challenges, and financial aspirations. Our approach is designed to provide strategic financial guidance that aligns with your short-term and long-term objectives, ensuring financial security and sustainable growth.
Our Financial Planning Process
We follow a structured six-step approach to financial planning:
✔ Step 1: Define your financial goals—short-term, medium-term, and long-term.
✔ Step 2: Identify and assess your assets and liabilities to understand your current financial position.
✔ Step 3: Evaluate how close you are to achieving your financial objectives.
✔ Step 4: Develop a customised financial strategy—a roadmap to reach your goals.
✔ Step 5: Implement the strategy by making informed financial decisions and adjustments.
✔ Step 6: Conduct regular reviews (at least annually) to monitor progress and make necessary adjustments.
Financial planning is not a one-time process. As your circumstances change, your financial plan should evolve to remain effective and relevant. Our goal is to provide a dynamic and responsive financial plan that ensures financial stability and aligns with your evolving needs.
Financial Advice at Finexus Accountancy
While financial planning and financial advice are often used interchangeably, there is a key distinction between the two. Financial planning is a comprehensive, long-term approach, while financial advice focuses on specific financial matters that require immediate attention.
We understand that not every client requires a full financial plan immediately. Some may need advice on a specific financial issue, such as tax optimisation, pension contributions, investment strategies, or business financial structuring.
However, we believe that even one-off financial decisions should be part of an ongoing strategy. If financial advice involves investments, tax planning, or financial products, we encourage clients to commit to annual reviews to ensure their financial plan remains effective and aligned with changing circumstances.
At Finexus Accountancy, we are committed to providing honest, transparent, and professional financial advice, ensuring that your best interests are always at the core of our recommendations.
