Financial planning


 

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Financial planning

Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against that plan.

Financial planning

The service provided by a financial planner. This is a long term service provided for clients which considers all their financial affairs and which develops a plan for their financial objectives to be achieved. The plan is regularly reviewed to ensure goals remain on target with modifications being made as necessary.



Similar Matches

Financial distress costs

Financial distress costs

Legal and administrative costs of liquidation or reorganization. Also includes implied costs associated with impaired ability to do business (indirect costs).


Financial Times (F T) Actuaries indexes

Financial Times (F T) Actuaries indexes

Share price indexes for U.K. companies The denominator in the index formula is the market capitalization at the base date, adjusted for all capital changes affecting the particular index since the base date. See: Footsie (FTSE) (pronounced footsie).


Financial Statement

Financial Statement

An accounting statement showing assets and liabilities of a person or company. Used generally for large loans or other instances when the credit report (history of payment of debts) in itself is not sufficient.


Financial Services Act 1986

Financial Services Act 1986

A Government Act introduced primarily to provide increased protection for investors and to regulate investment business conducted in the UK.


Financial press

Financial press

Media devoted to reporting financial news.


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