Financial Planning Business Start Up: Going For It
Finova Money
Finova Money
Episode 2 – What it’s like to have a clean start to create something new
Setting up a financial planning business in the UK takes a lot of courage, determination and money. It’s understandable why many prefer employment. In May 2023, Rob Schwarz, Scott Millar and colleague Rob Bell left employment with a highly regarded financial planning firm to start up Finova Money.
In this five-part webinar series, Rob & Scott share their experiences of why, how, what they did, and how they are doing.
What we cover in this episode:
- We review your questions and feedback from Episode 1 – the good and the bad
- How we started with no restrictions, apart from regulatory ones
- What we knew we wanted
- What we knew we did not want
- How we mapped our client service
- How we mapped our support infrastructure and providers
- Adding a timeframe to it
