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On Track Review

The On Track Review looks at the key areas for you and your business.

Use the slider bar to score yourself. Minus 5 means you strongly disagree with the statement, plus 5 means you strongly agree.

When we receive your form we will complete a report for you and call you to discuss how you can improve any scores.

On track review

This is section relates to your business.
Our cashflow is healthy and there are no problems paying our tax bills
I am happy with our profit margins and are able to re-invest in the business
We have enough sales and we get a good return from our marketing budget
I believe my business is saleable and I am happy with the value
If I didn't come to work for 10 weeks the business would operate well without me
We have a profitable and sustainable business plan in place
This section relates to your personal goals.
I am able to take the money I want from the business
I have sufficient long term wealth
I am happy with my house, mortgage and car
I know my personal tax is minimised as much as possible
I have enough money to support family commitments in the future
I have the right work life balance
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Company Name
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On Track Review

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Low cost financial planning

The Financial Conduct Authority and HM Treasury have published a report called the Financial Advice Market Review (FAMR).

David Cameron commissioned Julie Dean OBE the founder of The Cambridge Satchel Company to carry out an independent review of what additional support could be provided to the growing number of self-employed people.

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On Track Review

On track review

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On Track Review

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Latest blog post

Low cost financial planning

Self employed and happy

Popular blog post

Hiding from the taxman

Cut your tax bill by 9%

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Latest tweet:

Twitter: sackmansaccount

On Track Review

On track review

This is section relates to your business.

This section relates to your personal goals.

On Track Review

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Latest blog post

Low cost financial planning

Self employed and happy

Popular blog post

Hiding from the taxman

Cut your tax bill by 9%

Categories

Latest tweet:

Twitter: sackmansaccount

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