Rohan Sivajoti: The one page business plan

Nine key areas

clock • 2 min read

In the second article of his series on starting a financial advice business, Rohan Sivajoti discusses business plans and why they're best kept short...

When starting your own show, having a business plan is the right thing, yeah? We can agree that having a plan makes sense and guides your decisions moving forward. If you're going directly authorised then part of your application to the regulator is a Business Plan, so in some senses it's mandatory. I have an issue with business plans though. They're typically upwards of 15 pages and are perhaps filled with your best ideas, financials, strategies and all the rest - but how do you update them? How do you work with them on an ongoing basis? They're brilliant to begin with but then they ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Nearly half of advised HNW clients unaware of CGT allowance

Nearly half of advised HNW clients unaware of CGT allowance

Charles Stanley finds

Sahar Nazir
clock 25 November 2025 • 2 min read
CII launches vulnerability guide

CII launches vulnerability guide

For insurance and personal finance

Isabel Baxter
clock 25 November 2025 • 3 min read
Craven Street Wealth expands footprint as Pharon IFA joins business

Craven Street Wealth expands footprint as Pharon IFA joins business

It will now serve more than 5,800 clients

Sahar Nazir
clock 25 November 2025 • 2 min read