Events

Join communication expert Melissa Kidd as she reveals research-led insights to help advisers clearly articulate their value.
Learn how to avoid common pitfalls, apply proven communication ground rules, and create stronger, more confident first meetings with clients from the outset.

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

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