Video interview provides crucial insight into smart financial planning
A new YouTube interview produced by Chamber member Neil Betts of Go True North is set to give viewers crucial insights on smart financial planning.
In the latest episode of Go True North – Efficiency Studio, director Neil Betts speaks with Phil Bradley (pictured), from Bradley’s Tax & Accountancy Services.
Their conversation explores what it really takes to protect and grow business wealth, with practical advice designed for small business owners, start-ups, and growing firms across Birmingham and the wider region.
Phil also shared valuable insights on creating financial stability, managing risk, and setting up for long-term success, lessons that apply to businesses of all sizes and sectors.
Key takeaways from Phil’s interview include:
- Avoid common financial pitfalls — Understand the most frequent mistakes small business owners make and how to avoid them before they become costly.
- Balance growth with stability — Learn when to reinvest in your business and when to build reserves to protect your cash flow and future plans.
- Protect your personal and business wealth — Take steps to separate and secure your assets to safeguard your long-term security.
- Align short-term decisions with long-term goals — Develop a financial plan that doesn’t just get you through the year, but positions you for sustainable growth in the years to come.
