SlideShare a Scribd company logo
1 of 10
The Financial Plan 2011/12 yours to control
two years of development
[object Object],[object Object],[object Object],[object Object],[object Object],The Financial Plan
Outline Chapter ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Our fees are the least around ,[object Object],[object Object],[object Object],Recent example of costs (Rathbones) as % of £1m portfolio
Get more from the asset manager ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Fuss-free tax ,[object Object],[object Object],[object Object],[object Object],[object Object]
Stage II – Achieving Independence ,[object Object],[object Object],[object Object],[object Object],Ideas to get to financial independence more quickly
IWM Conflict of Interests  ,[object Object],[object Object],[object Object],[object Object]
Thank you ,[object Object],[object Object],[object Object]

More Related Content

What's hot

What Does A CFO Do?
What Does A CFO Do?What Does A CFO Do?
What Does A CFO Do?tmclellan
 
Accountants for it contractors
Accountants for it contractorsAccountants for it contractors
Accountants for it contractorsPlus Minus
 
Turn to your accountant for business advice(finished)
Turn to your accountant for business advice(finished)Turn to your accountant for business advice(finished)
Turn to your accountant for business advice(finished)RandyBett
 
Choosing the right accountant for your business
Choosing the right accountant for your businessChoosing the right accountant for your business
Choosing the right accountant for your businessW G Miller
 
JPAbusiness Working Capital Checklist template
JPAbusiness Working Capital Checklist templateJPAbusiness Working Capital Checklist template
JPAbusiness Working Capital Checklist templateJames Price
 
Tips to get your small business accounting on track
Tips to get your small business accounting on trackTips to get your small business accounting on track
Tips to get your small business accounting on trackInvoicera Tondon
 
Lunchbox Learning: Learn How You Earn June 2013
Lunchbox Learning: Learn How You Earn June 2013Lunchbox Learning: Learn How You Earn June 2013
Lunchbox Learning: Learn How You Earn June 2013DMG
 
TaxAssist Accountants Dublin North City Brochure
TaxAssist Accountants Dublin North City BrochureTaxAssist Accountants Dublin North City Brochure
TaxAssist Accountants Dublin North City BrochureFergus McNamara
 
What To Do When The Bank Says Bw
What To Do When The Bank Says BwWhat To Do When The Bank Says Bw
What To Do When The Bank Says BwSuzy Oubre
 
What is IFG?
What is IFG?What is IFG?
What is IFG?pwackerh
 
Geek n Rolla: WReeve Bootstrapping, Scaling and Cashflow
Geek n Rolla: WReeve Bootstrapping, Scaling and CashflowGeek n Rolla: WReeve Bootstrapping, Scaling and Cashflow
Geek n Rolla: WReeve Bootstrapping, Scaling and Cashflowwreeve
 

What's hot (17)

What Does A CFO Do?
What Does A CFO Do?What Does A CFO Do?
What Does A CFO Do?
 
Accountants for it contractors
Accountants for it contractorsAccountants for it contractors
Accountants for it contractors
 
Turn to your accountant for business advice(finished)
Turn to your accountant for business advice(finished)Turn to your accountant for business advice(finished)
Turn to your accountant for business advice(finished)
 
Donts of personal_finance
Donts of personal_financeDonts of personal_finance
Donts of personal_finance
 
Choosing the right accountant for your business
Choosing the right accountant for your businessChoosing the right accountant for your business
Choosing the right accountant for your business
 
JPAbusiness Working Capital Checklist template
JPAbusiness Working Capital Checklist templateJPAbusiness Working Capital Checklist template
JPAbusiness Working Capital Checklist template
 
Net Income | Accounting
Net Income | AccountingNet Income | Accounting
Net Income | Accounting
 
Benefits of hiring bookkeeping services
Benefits of hiring bookkeeping servicesBenefits of hiring bookkeeping services
Benefits of hiring bookkeeping services
 
Tips to get your small business accounting on track
Tips to get your small business accounting on trackTips to get your small business accounting on track
Tips to get your small business accounting on track
 
Lunchbox Learning: Learn How You Earn June 2013
Lunchbox Learning: Learn How You Earn June 2013Lunchbox Learning: Learn How You Earn June 2013
Lunchbox Learning: Learn How You Earn June 2013
 
TaxAssist Accountants Dublin North City Brochure
TaxAssist Accountants Dublin North City BrochureTaxAssist Accountants Dublin North City Brochure
TaxAssist Accountants Dublin North City Brochure
 
Tax-free savings account
Tax-free savings accountTax-free savings account
Tax-free savings account
 
What To Do When The Bank Says Bw
What To Do When The Bank Says BwWhat To Do When The Bank Says Bw
What To Do When The Bank Says Bw
 
What is IFG?
What is IFG?What is IFG?
What is IFG?
 
TESTING
TESTINGTESTING
TESTING
 
Ratios
RatiosRatios
Ratios
 
Geek n Rolla: WReeve Bootstrapping, Scaling and Cashflow
Geek n Rolla: WReeve Bootstrapping, Scaling and CashflowGeek n Rolla: WReeve Bootstrapping, Scaling and Cashflow
Geek n Rolla: WReeve Bootstrapping, Scaling and Cashflow
 

Similar to Meeting resource 4

End-of-year Tax Guide and Checklist for Businesses
End-of-year Tax Guide and Checklist for BusinessesEnd-of-year Tax Guide and Checklist for Businesses
End-of-year Tax Guide and Checklist for BusinessesMichael Burdick
 
Business Encouragement Plan
Business Encouragement PlanBusiness Encouragement Plan
Business Encouragement PlanLEO WAGNER ?????
 
Do I need a CPA to help me?
Do I need a CPA to help me?Do I need a CPA to help me?
Do I need a CPA to help me?Adam Greene CPA
 
Practical Tax for your business
Practical Tax for your businessPractical Tax for your business
Practical Tax for your businessfleetstreet
 
Selling your live in care business
Selling your live in care businessSelling your live in care business
Selling your live in care businessDiane Elliott
 
BSG Financial Solutions Client Proposition 2015
BSG Financial Solutions Client Proposition 2015BSG Financial Solutions Client Proposition 2015
BSG Financial Solutions Client Proposition 2015Michael Silver
 
BSG Financial Solutions Client Proposition 2015
BSG Financial Solutions Client Proposition 2015BSG Financial Solutions Client Proposition 2015
BSG Financial Solutions Client Proposition 2015Richard Lubek
 
BSG Financial Solutions Client Proposition 2015
BSG Financial Solutions Client Proposition 2015BSG Financial Solutions Client Proposition 2015
BSG Financial Solutions Client Proposition 2015Mark Huddleston
 
Alexander Accountancy
Alexander AccountancyAlexander Accountancy
Alexander AccountancyStuart Walton
 
BNI Camberley Presentation April 2013
BNI Camberley Presentation April 2013BNI Camberley Presentation April 2013
BNI Camberley Presentation April 2013Mark Harvey
 
Addea International Accounting Services
Addea International Accounting ServicesAddea International Accounting Services
Addea International Accounting ServicesBea Arquero
 
TaxAssist Accountants - Making life simple
TaxAssist Accountants - Making life simpleTaxAssist Accountants - Making life simple
TaxAssist Accountants - Making life simpleFranck Sidon
 
Clearstone cloud-accounting-brochure
Clearstone cloud-accounting-brochureClearstone cloud-accounting-brochure
Clearstone cloud-accounting-brochurePaulCooper202
 
WAGNER Cloud accounting brochure
WAGNER Cloud accounting brochureWAGNER Cloud accounting brochure
WAGNER Cloud accounting brochureLEO WAGNER ?????
 
5 Top Tax Tips for Your Small Business
5 Top Tax Tips for Your Small Business5 Top Tax Tips for Your Small Business
5 Top Tax Tips for Your Small BusinessRalfHeyer
 
Capital Readiness and Pre-Money Valuation
Capital Readiness and Pre-Money ValuationCapital Readiness and Pre-Money Valuation
Capital Readiness and Pre-Money ValuationJeff Greenspan
 

Similar to Meeting resource 4 (20)

End-of-year Tax Guide and Checklist for Businesses
End-of-year Tax Guide and Checklist for BusinessesEnd-of-year Tax Guide and Checklist for Businesses
End-of-year Tax Guide and Checklist for Businesses
 
RHJ Sole Trader Brochure
RHJ Sole Trader BrochureRHJ Sole Trader Brochure
RHJ Sole Trader Brochure
 
Business Encouragement Plan
Business Encouragement PlanBusiness Encouragement Plan
Business Encouragement Plan
 
Do I need a CPA to help me?
Do I need a CPA to help me?Do I need a CPA to help me?
Do I need a CPA to help me?
 
Practical Tax for your business
Practical Tax for your businessPractical Tax for your business
Practical Tax for your business
 
Selling your live in care business
Selling your live in care businessSelling your live in care business
Selling your live in care business
 
BSG Financial Solutions Client Proposition 2015
BSG Financial Solutions Client Proposition 2015BSG Financial Solutions Client Proposition 2015
BSG Financial Solutions Client Proposition 2015
 
BSG Financial Solutions Client Proposition 2015
BSG Financial Solutions Client Proposition 2015BSG Financial Solutions Client Proposition 2015
BSG Financial Solutions Client Proposition 2015
 
BSG Financial Solutions Client Proposition 2015
BSG Financial Solutions Client Proposition 2015BSG Financial Solutions Client Proposition 2015
BSG Financial Solutions Client Proposition 2015
 
Bookkeeping Presentation
Bookkeeping PresentationBookkeeping Presentation
Bookkeeping Presentation
 
Alexander Accountancy
Alexander AccountancyAlexander Accountancy
Alexander Accountancy
 
BNI Camberley Presentation April 2013
BNI Camberley Presentation April 2013BNI Camberley Presentation April 2013
BNI Camberley Presentation April 2013
 
Addea International Accounting Services
Addea International Accounting ServicesAddea International Accounting Services
Addea International Accounting Services
 
TaxAssist Accountants - Making life simple
TaxAssist Accountants - Making life simpleTaxAssist Accountants - Making life simple
TaxAssist Accountants - Making life simple
 
Clearstone cloud-accounting-brochure
Clearstone cloud-accounting-brochureClearstone cloud-accounting-brochure
Clearstone cloud-accounting-brochure
 
WAGNER Cloud accounting brochure
WAGNER Cloud accounting brochureWAGNER Cloud accounting brochure
WAGNER Cloud accounting brochure
 
Finances
Finances Finances
Finances
 
5 Top Tax Tips for Your Small Business
5 Top Tax Tips for Your Small Business5 Top Tax Tips for Your Small Business
5 Top Tax Tips for Your Small Business
 
Finances agency
Finances agencyFinances agency
Finances agency
 
Capital Readiness and Pre-Money Valuation
Capital Readiness and Pre-Money ValuationCapital Readiness and Pre-Money Valuation
Capital Readiness and Pre-Money Valuation
 

Recently uploaded

Pay after result spell caster (,$+27834335081)@ bring back lost lover same da...
Pay after result spell caster (,$+27834335081)@ bring back lost lover same da...Pay after result spell caster (,$+27834335081)@ bring back lost lover same da...
Pay after result spell caster (,$+27834335081)@ bring back lost lover same da...BabaJohn3
 
Toyota Kata Coaching for Agile Teams & Transformations
Toyota Kata Coaching for Agile Teams & TransformationsToyota Kata Coaching for Agile Teams & Transformations
Toyota Kata Coaching for Agile Teams & TransformationsStefan Wolpers
 
What is paper chromatography, principal, procedure,types, diagram, advantages...
What is paper chromatography, principal, procedure,types, diagram, advantages...What is paper chromatography, principal, procedure,types, diagram, advantages...
What is paper chromatography, principal, procedure,types, diagram, advantages...srcw2322l101
 
SCI9-Q4-MOD8.1.pdfjttstwjwetw55k5wwtwrjw
SCI9-Q4-MOD8.1.pdfjttstwjwetw55k5wwtwrjwSCI9-Q4-MOD8.1.pdfjttstwjwetw55k5wwtwrjw
SCI9-Q4-MOD8.1.pdfjttstwjwetw55k5wwtwrjwadimosmejiaslendon
 
#Mtp-Kit Prices » Qatar. Doha (+27737758557) Abortion Pills For Sale In Doha,...
#Mtp-Kit Prices » Qatar. Doha (+27737758557) Abortion Pills For Sale In Doha,...#Mtp-Kit Prices » Qatar. Doha (+27737758557) Abortion Pills For Sale In Doha,...
#Mtp-Kit Prices » Qatar. Doha (+27737758557) Abortion Pills For Sale In Doha,...drm1699
 
Mastering The Art Of 'Closing The Sale'.
Mastering The Art Of 'Closing The Sale'.Mastering The Art Of 'Closing The Sale'.
Mastering The Art Of 'Closing The Sale'.SNSW group8
 
hyundai capital 2023 consolidated financial statements
hyundai capital 2023 consolidated financial statementshyundai capital 2023 consolidated financial statements
hyundai capital 2023 consolidated financial statementsirhcs
 
The Vietnam Believer Newsletter_May 13th, 2024_ENVol. 007.pdf
The Vietnam Believer Newsletter_May 13th, 2024_ENVol. 007.pdfThe Vietnam Believer Newsletter_May 13th, 2024_ENVol. 007.pdf
The Vietnam Believer Newsletter_May 13th, 2024_ENVol. 007.pdfbelieveminhh
 
Shots fired Budget Presentation.pdf12312
Shots fired Budget Presentation.pdf12312Shots fired Budget Presentation.pdf12312
Shots fired Budget Presentation.pdf12312LR1709MUSIC
 
如何办理(SUT毕业证书)斯威本科技大学毕业证成绩单本科硕士学位证留信学历认证
如何办理(SUT毕业证书)斯威本科技大学毕业证成绩单本科硕士学位证留信学历认证如何办理(SUT毕业证书)斯威本科技大学毕业证成绩单本科硕士学位证留信学历认证
如何办理(SUT毕业证书)斯威本科技大学毕业证成绩单本科硕士学位证留信学历认证ogawka
 
wagamamaLab presentation @MIT 20240509 IRODORI
wagamamaLab presentation @MIT 20240509 IRODORIwagamamaLab presentation @MIT 20240509 IRODORI
wagamamaLab presentation @MIT 20240509 IRODORIIRODORI inc.
 
How Bookkeeping helps you in Cost Saving, Tax Saving and Smooth Business Runn...
How Bookkeeping helps you in Cost Saving, Tax Saving and Smooth Business Runn...How Bookkeeping helps you in Cost Saving, Tax Saving and Smooth Business Runn...
How Bookkeeping helps you in Cost Saving, Tax Saving and Smooth Business Runn...YourLegal Accounting
 
obat aborsi jakarta wa 081336238223 jual obat aborsi cytotec asli di jakarta9...
obat aborsi jakarta wa 081336238223 jual obat aborsi cytotec asli di jakarta9...obat aborsi jakarta wa 081336238223 jual obat aborsi cytotec asli di jakarta9...
obat aborsi jakarta wa 081336238223 jual obat aborsi cytotec asli di jakarta9...yulianti213969
 
Navigating Tax Season with Confidence Streamlines CPA Firms
Navigating Tax Season with Confidence Streamlines CPA FirmsNavigating Tax Season with Confidence Streamlines CPA Firms
Navigating Tax Season with Confidence Streamlines CPA FirmsYourLegal Accounting
 
A BUSINESS PROPOSAL FOR SLAUGHTER HOUSE WASTE MANAGEMENT IN MYSORE MUNICIPAL ...
A BUSINESS PROPOSAL FOR SLAUGHTER HOUSE WASTE MANAGEMENT IN MYSORE MUNICIPAL ...A BUSINESS PROPOSAL FOR SLAUGHTER HOUSE WASTE MANAGEMENT IN MYSORE MUNICIPAL ...
A BUSINESS PROPOSAL FOR SLAUGHTER HOUSE WASTE MANAGEMENT IN MYSORE MUNICIPAL ...prakheeshc
 
Goal Presentation_NEW EMPLOYEE_NETAPS FOUNDATION.pptx
Goal Presentation_NEW EMPLOYEE_NETAPS FOUNDATION.pptxGoal Presentation_NEW EMPLOYEE_NETAPS FOUNDATION.pptx
Goal Presentation_NEW EMPLOYEE_NETAPS FOUNDATION.pptxNetapsFoundationAdmi
 
Sex service available my WhatsApp number 7374088497
Sex service available my WhatsApp number 7374088497Sex service available my WhatsApp number 7374088497
Sex service available my WhatsApp number 7374088497dipikakk482
 

Recently uploaded (20)

Pay after result spell caster (,$+27834335081)@ bring back lost lover same da...
Pay after result spell caster (,$+27834335081)@ bring back lost lover same da...Pay after result spell caster (,$+27834335081)@ bring back lost lover same da...
Pay after result spell caster (,$+27834335081)@ bring back lost lover same da...
 
Toyota Kata Coaching for Agile Teams & Transformations
Toyota Kata Coaching for Agile Teams & TransformationsToyota Kata Coaching for Agile Teams & Transformations
Toyota Kata Coaching for Agile Teams & Transformations
 
Obat Aborsi Pasuruan 0851\7696\3835 Jual Obat Cytotec Di Pasuruan
Obat Aborsi Pasuruan 0851\7696\3835 Jual Obat Cytotec Di PasuruanObat Aborsi Pasuruan 0851\7696\3835 Jual Obat Cytotec Di Pasuruan
Obat Aborsi Pasuruan 0851\7696\3835 Jual Obat Cytotec Di Pasuruan
 
What is paper chromatography, principal, procedure,types, diagram, advantages...
What is paper chromatography, principal, procedure,types, diagram, advantages...What is paper chromatography, principal, procedure,types, diagram, advantages...
What is paper chromatography, principal, procedure,types, diagram, advantages...
 
SCI9-Q4-MOD8.1.pdfjttstwjwetw55k5wwtwrjw
SCI9-Q4-MOD8.1.pdfjttstwjwetw55k5wwtwrjwSCI9-Q4-MOD8.1.pdfjttstwjwetw55k5wwtwrjw
SCI9-Q4-MOD8.1.pdfjttstwjwetw55k5wwtwrjw
 
#Mtp-Kit Prices » Qatar. Doha (+27737758557) Abortion Pills For Sale In Doha,...
#Mtp-Kit Prices » Qatar. Doha (+27737758557) Abortion Pills For Sale In Doha,...#Mtp-Kit Prices » Qatar. Doha (+27737758557) Abortion Pills For Sale In Doha,...
#Mtp-Kit Prices » Qatar. Doha (+27737758557) Abortion Pills For Sale In Doha,...
 
Mastering The Art Of 'Closing The Sale'.
Mastering The Art Of 'Closing The Sale'.Mastering The Art Of 'Closing The Sale'.
Mastering The Art Of 'Closing The Sale'.
 
hyundai capital 2023 consolidated financial statements
hyundai capital 2023 consolidated financial statementshyundai capital 2023 consolidated financial statements
hyundai capital 2023 consolidated financial statements
 
The Vietnam Believer Newsletter_May 13th, 2024_ENVol. 007.pdf
The Vietnam Believer Newsletter_May 13th, 2024_ENVol. 007.pdfThe Vietnam Believer Newsletter_May 13th, 2024_ENVol. 007.pdf
The Vietnam Believer Newsletter_May 13th, 2024_ENVol. 007.pdf
 
Shots fired Budget Presentation.pdf12312
Shots fired Budget Presentation.pdf12312Shots fired Budget Presentation.pdf12312
Shots fired Budget Presentation.pdf12312
 
如何办理(SUT毕业证书)斯威本科技大学毕业证成绩单本科硕士学位证留信学历认证
如何办理(SUT毕业证书)斯威本科技大学毕业证成绩单本科硕士学位证留信学历认证如何办理(SUT毕业证书)斯威本科技大学毕业证成绩单本科硕士学位证留信学历认证
如何办理(SUT毕业证书)斯威本科技大学毕业证成绩单本科硕士学位证留信学历认证
 
wagamamaLab presentation @MIT 20240509 IRODORI
wagamamaLab presentation @MIT 20240509 IRODORIwagamamaLab presentation @MIT 20240509 IRODORI
wagamamaLab presentation @MIT 20240509 IRODORI
 
How Bookkeeping helps you in Cost Saving, Tax Saving and Smooth Business Runn...
How Bookkeeping helps you in Cost Saving, Tax Saving and Smooth Business Runn...How Bookkeeping helps you in Cost Saving, Tax Saving and Smooth Business Runn...
How Bookkeeping helps you in Cost Saving, Tax Saving and Smooth Business Runn...
 
obat aborsi jakarta wa 081336238223 jual obat aborsi cytotec asli di jakarta9...
obat aborsi jakarta wa 081336238223 jual obat aborsi cytotec asli di jakarta9...obat aborsi jakarta wa 081336238223 jual obat aborsi cytotec asli di jakarta9...
obat aborsi jakarta wa 081336238223 jual obat aborsi cytotec asli di jakarta9...
 
Obat Aborsi Depok 0851\7696\3835 Jual Obat Cytotec Di Depok
Obat Aborsi Depok 0851\7696\3835 Jual Obat Cytotec Di DepokObat Aborsi Depok 0851\7696\3835 Jual Obat Cytotec Di Depok
Obat Aborsi Depok 0851\7696\3835 Jual Obat Cytotec Di Depok
 
Obat Aborsi Surabaya 0851\7696\3835 Jual Obat Cytotec Di Surabaya
Obat Aborsi Surabaya 0851\7696\3835 Jual Obat Cytotec Di SurabayaObat Aborsi Surabaya 0851\7696\3835 Jual Obat Cytotec Di Surabaya
Obat Aborsi Surabaya 0851\7696\3835 Jual Obat Cytotec Di Surabaya
 
Navigating Tax Season with Confidence Streamlines CPA Firms
Navigating Tax Season with Confidence Streamlines CPA FirmsNavigating Tax Season with Confidence Streamlines CPA Firms
Navigating Tax Season with Confidence Streamlines CPA Firms
 
A BUSINESS PROPOSAL FOR SLAUGHTER HOUSE WASTE MANAGEMENT IN MYSORE MUNICIPAL ...
A BUSINESS PROPOSAL FOR SLAUGHTER HOUSE WASTE MANAGEMENT IN MYSORE MUNICIPAL ...A BUSINESS PROPOSAL FOR SLAUGHTER HOUSE WASTE MANAGEMENT IN MYSORE MUNICIPAL ...
A BUSINESS PROPOSAL FOR SLAUGHTER HOUSE WASTE MANAGEMENT IN MYSORE MUNICIPAL ...
 
Goal Presentation_NEW EMPLOYEE_NETAPS FOUNDATION.pptx
Goal Presentation_NEW EMPLOYEE_NETAPS FOUNDATION.pptxGoal Presentation_NEW EMPLOYEE_NETAPS FOUNDATION.pptx
Goal Presentation_NEW EMPLOYEE_NETAPS FOUNDATION.pptx
 
Sex service available my WhatsApp number 7374088497
Sex service available my WhatsApp number 7374088497Sex service available my WhatsApp number 7374088497
Sex service available my WhatsApp number 7374088497
 

Meeting resource 4