Overview

v Advises business owner on investments and financial products for business.

v Reviews business financial situations and needs required.

v Recommends pensions, insurance, and options to invest business profit.

v Make sure that business structure will be good to hold finances.

v Prepares reports for management and look after the finance growth.

v Ensures compliance with financial regulations, HMRC and FCA.

v Forecast of the business in relation to cost, expenses, material and profit.

v Find new options for business to growth and new plans in relation to finance.