Events

Giles Dunning, Joint Head of Corporate at Stephens Scown, shares practical guidance on preparing an IFA business for sale — from building value and choosing an exit route to avoiding deal risks and managing the post-sale transition. Giles has completed over £900m in recent transactions

Join us at The Dome in Edinburgh for an in-person session exploring how evidence-based investing can help advisers clearly differentiate their proposition, strengthen client conviction, and move beyond the traditional active vs passive debate.

With rising regulatory pressure and complex client needs, financial advisers need a clear and robust approach to client retirement planning.