Planning for 2026: two free roadmaps to get you started
Between client work, compliance obligations, and ongoing change across the advice sector, it can be hard to find time to step back and think about where you’re heading and what needs attention over the next year.
To make this easier, we’ve created two free planning roadmaps for 2026 – one designed for FAP owners and one for financial advisers. They’re intended to help you pause, reflect, and plan in a structured but realistic way.
Each roadmap includes a simple checklist covering key areas such as business priorities, professional development, and regulatory considerations. Where helpful, we’ve also pointed to relevant Strategi resources that can support you as you work through the steps.
Whether you’re thinking about refining how your business operates, planning your CPD, or simply getting clearer on what matters most for the year ahead, the roadmaps are designed to give you a practical starting point.
You can access both resources here:
If you have any questions as you work through them, our team is happy to help – just get in touch