Financial Health Check

We’re on a mission to support businesses to take control of their finances. Subscribe to UMi Sat Nav and you can book your Financial Health Check which includes a 30-minute one-on-one session with an UMi Business and Investment Adviser.  

UMi Platform subscribers need to complete a short self-assessment form, which will cover all aspects of finance, including:

• Understanding your cash flow
• Profitability and balance sheet
• Financial controls

You'll then receive a phone call or email to arrange a time for your one-to-one appointment with a Business and Investment Adviser.

During this 30-minute session, your Business and Investment Adviser will spend some time getting to know you and your business, assessing where you are at and where you want to be. They'll then offer guidance to help you work out the next steps in managing your finances.  

After your call, you'll get a follow-up email with any links or resources you need to take the next steps. 

You'll also get access to all of UMi's resources and funding sources, to help you remove any barriers and take your business further.

The Financial Health Check is exclusive to UMi Sat Nav subscribers.