Financial Projections and Business Planning Support 

Financial Projections and Business Planning Support 

Forwardlooking financial planning is a core component of prudential resilience. Supervisors across the EU, UK and global markets expect firms to demonstrate that their business model is viable, sustainable and supported by adequate financial resources under both normal and stressed conditions. Highquality financial projections and business planning are therefore essential, not only for regulatory compliance, but for strategic decisionmaking and longterm stability. 

Our Financial Projections and Business Planning Support services help firms build credible, datadriven financial models that align with their risk profile, commercial strategy and prudential obligations. We ensure that projections are realistic, proportionate and fully integrated into the firm’s capital, liquidity and risk management frameworks. 

Strengthening ForwardLooking Financial Planning 

We support firms in developing financial projections that provide clarity, transparency and strategic insight. Our work typically includes: 

• Multiyear financial modelling — Building detailed projections covering revenue, expenses, capital, liquidity and profitability, aligned with the firm’s business model and growth plans. 

• Scenario and sensitivity analysis — Testing financial outcomes under a range of market, operational and macroeconomic scenarios to assess resilience and identify vulnerabilities. 

• Business model viability assessments — Evaluating the sustainability of the firm’s strategy, including revenue diversification, cost structure, scalability and riskreturn dynamics. 

• Capital and liquidity forecasting — Estimating future resource needs and ensuring alignment with prudential expectations for adequacy and forwardlooking planning. 

• Integration with internal assessments — Ensuring financial projections feed directly into ICARA, ICAAP and ILAAP processes, supporting consistent and credible prudential submissions. 

• Strategic planning support — Assisting firms in aligning financial forecasts with operational plans, investment decisions and longterm commercial objectives. 

Why ForwardLooking Planning Matters 

Supervisors increasingly expect firms to demonstrate that their financial planning is: 

• Realistic, based on credible assumptions and supported by robust data 

• Forwardlooking, capturing emerging risks and future resource needs 

• Integrated, forming part of the firm’s broader risk and prudential framework 

• Actionable, supporting decisionmaking at Board and senior management level 

Strong financial projections help firms anticipate challenges, allocate resources efficiently and maintain regulatory confidence. 

The Global Advantage 

Our specialists bring experience from regulatory authorities, investment firms, fund managers and financial institutions. We combine technical modelling expertise with deep regulatory insight, ensuring that your financial planning is both commercially meaningful and prudentially sound. 

We help firms transform financial projections from a compliance exercise into a strategic tool, supporting growth, resilience and longterm sustainability.