Financial planning and analysis (FP&A)
Specialist accountants helping you turn numbers into results.
Helping you make informed, data-driven decisions
As part of our advisory services, financial planning and analysis (FP&A) helps businesses make informed, data-driven decisions that support sustainable growth and long-term financial resilience. At its core, FP&A involves analysing your financial data to forecast performance, identify trends, and guide effective strategic planning.
Who will benefit from this service?
SMEs and owner-managed businesses
who are seeking clarity on their financial and strategic direction.
Directors and business leaders
who want to align financial performance with long-term goals.
Stakeholders and investors
who require robust financial insights to support funding, investment, or expansion decisions.
How we deliver this service
Hayward Wright accountants deliver financial planning and analysis services through a combination of practical tools, strategic insight, and experience in helping businesses make informed decisions.
This includes building realistic, flexible budgets and rolling forecasts that can adapt to changing market conditions, alongside cash flow planning to ensure your business can meet obligations and fund growth.
We use scenario modelling to explore “what if” situations, preparing you for both best and worst-case outcomes. Key performance indicators are tracked and reported to monitor financial health and operational efficiency, while strategic insight turns complex numbers into clear, actionable guidance, helping you understand what’s driving performance and where to focus next.
The benefits to your business
Improved financial visibility and control
Confident, evidence-based decision-making
Early identification of risks and opportunities
Enhanced ability to secure funding or investment
Stronger alignment between financial goals and strategy
Our advisers
Meet some of our team of chartered accountants and business advisers.
Ollie Newburn
Need help with your financial planning and analysis? Our specialists provide expert guidance – get in touch today!
Call us:
0333 006 8809
Email us:
enquiries@haywardwright.co.uk
Find us:
see office locations
FAQs
What is Financial Planning & Analysis (FP&A)?
FP&A is a strategic service that helps businesses understand their financial performance, forecast future outcomes, and make informed decisions. It includes budgeting, forecasting, cash flow planning, and performance analysis.
Who is this service suitable for?
This service is ideal for business owners, directors, and finance teams, particularly in SMEs who want greater visibility over their finances, improved decision-making, and support in achieving long-term goals.
What’s the difference between FP&A and traditional accounting?
While traditional accounting focuses on historical financial reporting and compliance, FP&A is forward-looking. It helps businesses plan for the future, assess risks, and model different financial scenarios to support strategic growth.
What tools or reports will I receive as part of this service?
Clients typically receive tailored financial dashboards, rolling forecasts, cash flow projections, and KPI reports. These are designed to be clear, actionable, and aligned with your business objectives.
How often should FP&A be reviewed or updated?
We recommend reviewing your financial plan and forecasts monthly or quarterly, depending on the pace of your business. Regular updates ensure your strategy remains aligned with real-time performance and market conditions.