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Consultancy information

Starting your own practice

Have you thought about starting your own planning consultancy? Would you like to be your own boss, improve your work/life balance or get real satisfaction from the work you do for others? Whatever your circumstance our advice and information can help you decide whether consultancy is for you.

Our RTPI Practice Advice on Starting your own private practice will guide you through the basics.

Managing your practice

Your terms of business should set out clearly the relationship between your practice and the client.  This is because all RTPI members are required by the Code of Professional Conduct to:

  • ensure their terms of engagement have been given and confirmed in writing to their clients and shall satisfy themselves that these terms have been accepted.'

In addition;

  • Members shall notify their clients in writing before undertaking work or incurring fees or expenses additional to those previously agreed and shall satisfy themselves that the necessary instructions have been received.

It is good practice therefore to send the client a covering letter or other document with the terms of engagement that:

  • sets out clearly what the practice is being asked to do (the brief).
  • states the appropriate hourly or daily rates, car mileage rate, and any additional fee arrangement which might be agreed between the practice and the client.
  • details the arrangements for payment if they differ from the standard terms of engagement.

Please note the RTPI does not provide standard contracts or terms of engagement for members to use.

Promoting your practice

The RTPI logo is a key tool in promoting your professional status and marketing your practice. Find out more about how to use the RTPI logo.

Protecting your practice

The RTPI has Professional Indemnity Insurance regulations. Find out if they apply to you at Professional Indemnity Insurance.

Networking your practice 

Join the Independent Consultants' Network and benefit from the experiences of others. The Network provides targeted resourcs and a forum for independent consultants to discuss issues and share good practice.

Professional Indemnity Insurance
https://www.howdengroup.co.uk/en/business-products/professional-indemnity/planning-consultants/

Get the cover you need with the RTPI's Preferred Insurance Broker Howden.

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RTPI Plus benefits
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Do more for less with our exclusive package of discounts benefits for RTPI members

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Get the most out of your membership
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RTPI members have access to a range of benefits, resources and support.

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