How to build a Portfolio FD Career

Are you considering a Portfolio Finance Director (FD) career?

This path offers huge flexibility and great earning potential, but comes with unique challenges that require careful planning. In our latest video, James Roach, Managing Director at Headstar, shares valuable insights on how to successfully transition into this self-employed lifestyle.

Portfolio life isn’t for everyone, so if you’re having any doubts, it’s important to identify strategies you can use to overcome any concerns. Bear in mind that clients will need you to be immediately available, so make sure that you have everything lined up beforehand so you can hit the ground running.

Building Stability

Building a stable income can be tricky, as earnings tend to fluctuate wildly, depending on how much work you have on. Securing an anchor client can provide the routine and reliability needed to grow your portfolio, while maintaining some much needed stability.

To learn more about becoming a Portfolio FD, watch James’s full video below.

And if you’d like a confidential chat about how you could kickstart your Portfolio FD career, get in touch with James on james.roach@headstar.co.uk

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Interested in hearing more about how we can solve your challenges? We’d love to hear from you.
James Roach

James Roach

Managing Director

james.roach@headstar.co.uk

James Roach

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