Forecasting as a Financial Adviser

Educational Financial Advice

Spending and expense control are critical indicators on whether an entity is likely to remain within budget allocation whilst maintaining a high level of service delivery, not just for the current year but in the near future too. Therefore monitoring through the use of budgets and forecasts on how well current spend compares to expectations is the key internal control mechanism.

What is a budget or forecast?

Budgeting and forecasting is the process of making statements about income/expenditure whose actual outcomes have not yet materialised. This often forms the basis of decisions on the future dependant on the information being conveyed in any particular report at any given time. Budget and Forecast out turns should highlight the current progression on the plan originally put together for any given financial year. Rupert Jones Finance Ltd produce fast and effective budget and forecast systems which focus on those areas of importance. We will deploy innovative ways that make it simple for the user to identify the key areas of importance to the entity. Use of Traffic light system of Green, Amber and Red will help in prioritising and decision-making .

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Why Us

Rupert Jones Finance Ltd is a new dynamic company providing financial services to schools. All our services are managed and delivered by a team that has a wealth of experience and, more...

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Compliance

Spending and expense control are critical indicators on whether an entity is likely to remain within budget allocation whilst maintaining a high level of service delivery, more...

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Core Values

Rupert Jones Finance Ltd tailor services to meet the individual needs of your school, whether you require Cover for Sickness/Governors or full bursarial support, more..

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Pricing

We offer a varied range of Financial Service Packages in accordance to your individual requirements, more...

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