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X-WR-CALDESC:Events for Evidence Based Investing
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DTSTART;TZID=Europe/London:20260204T110000
DTEND;TZID=Europe/London:20260204T120000
DTSTAMP:20260404T111117
CREATED:20260108T113502Z
LAST-MODIFIED:20260220T140150Z
UID:19928-1770202800-1770206400@ebi.co.uk
SUMMARY:Making Value Visible to Clients with Melissa Kidd
DESCRIPTION:Making Value Visible to Clients with Melissa Kidd\n\n\n\nJoin 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. \n\n\n\nWe will discuss: \n\n\n\n1. Recognise Melissas’s research findings on first meetings \n\n\n\n2. Avoid 4 common mistakes when communicating value \n\n\n\n3. Understand three ground rules for effective communication \n\n\n\n60 Structured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nMelissa Kidd\, Motem Director | Soft skills specialist in finance sector\n\n\n\nMelissa Kidd specialises in helping advisers communicate so that clients love talking to them. She’s a certified coach\, studied Neuro Linguistic Programming (masters) and been trained by the Plain English Campaign. Her clients include CISI\, PFS\, CII\, Nucleus\, Saltus\, Rathbones\, St James’s Place and many other financial services firms. \n\n\n\nDebbie Holmes\, Business Development Manager\n\n\n\nDebbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms\, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.
URL:https://ebi.co.uk/events/making-value-visible-to-clients-with-melissa-kidd/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2026/01/website-1.png
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DTSTART;TZID=Europe/London:20260310T130000
DTEND;TZID=Europe/London:20260310T140000
DTSTAMP:20260404T111117
CREATED:20260210T122352Z
LAST-MODIFIED:20260220T140409Z
UID:20013-1773147600-1773151200@ebi.co.uk
SUMMARY:Preparing Your IFA Business for Sale
DESCRIPTION:Preparing Your IFA Business for Sale: What to Do 3–5 Years Before Exit\, with Giles Dunning\n\n\n\nGiles 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 \n\n\n\nWe will discuss: \n\n\n\n1. How and when to start preparing an IFA business for sale – and why early planning materially impacts value. \n\n\n\n2. How advisory firms are typically valued and the practical steps that can strengthen that valuation. \n\n\n\n3. The main succession and exit routes available to IFAs\, including EOTs\, MBOs and family buyouts. \n\n\n\n4. Common transaction risks and pitfalls – and how to avoid unpleasant surprises during a sale. \n\n\n\n5. What happens after completion\, including earn-outs\, payment timing\, tax considerations\, and the impact on clients and staff. \n\n\n\n60 Structured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nGiles Dunning | Joint Head of Corporate at Stephens Scown\n\n\n\nGiles Dunning is a partner and joint head of our Corporate team having joined the firm in 2006. Recent highlights include the disposal of a financial services intermediary to Fidelity International and also the disposal of an independent financial planning business to Paradigm Norton. \n\n\n\nGiles has consistently acted on sell-side disposals of IFA practices since 2013\, representing in excess of 25 vendors over 13 years. Our most recent completed transaction was a disposal to Shackleton involving £900m of AUM\, where he acted for the vendors of the Chetwood Group. \n\n\n\nAshley Owen\, Head of Business Development at ebi\n\n\n\nAshley Owen is Head of Business Development at ebi Portfolios. Joining in 2020\, Ashley is the main point of contact for any new adviser enquiries\, introducing ebi and presenting the solutions offered. Ashley has a background in investments and wealth management\, both in the Channel Islands and London\, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m\, over seeing DFM operations\, conducting fund due diligence and maintaining client relationships.  \n\n\n\nAshley previously worked at AES International\, covering positions of Head of Investment Strategies\, helping centralise their investment proposition\, and as Associate Director\, coaching advisers on building their business. 
URL:https://ebi.co.uk/events/preparing-your-ifa-business-for-sale/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2026/02/website-3.png
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DTSTART;TZID=Europe/London:20260421T130000
DTEND;TZID=Europe/London:20260421T140000
DTSTAMP:20260404T111117
CREATED:20260316T115505Z
LAST-MODIFIED:20260316T115600Z
UID:20150-1776776400-1776780000@ebi.co.uk
SUMMARY:ebi Quarter One 2026 Update
DESCRIPTION:ebi Quarter One 2026 Update\n\n\n\nJonathan Simpson and Tom Ranft at ebi will provide a quarter one macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter One 2026 Update. \n\n\n\nWe will discuss: \n\n\n\n• Qtr 1 macroeconomic \n\n\n\n•  Overview Asset class \n\n\n\n•  Overview Factor performance \n\n\n\n•  Overview ebi news \n\n\n\nStructured CPD Applicable. For Financial Professionals Only. \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nJonathan Simpson\, MSci\, Investment Oversight Analyst\n\n\n\nJonathan is ebi’s Investment Oversight Analyst. He’s responsible for market commentary\, supporting the team with fund selection and analysis\, oversight of ebi’s existing products and answering advisor queries. He has been with ebi a little over two years\, during which time he has passed the CFA program and is working towards the work experience required to become a charterholder. \n\n\n\n\n\n\n\nTom Ranft\, Business Development Manager\n\n\n\nTom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions\, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM\, bringing a wealth of expertise. Other than his interest in financial markets Tom has a keen interest in Rugby still playing for local teams in London where he is based.
URL:https://ebi.co.uk/events/ebi-quarter-one-2026-update/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2026/03/Website.png
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260430T130000
DTEND;TZID=Europe/London:20260430T140000
DTSTAMP:20260404T111117
CREATED:20260204T142553Z
LAST-MODIFIED:20260219T104819Z
UID:20002-1777554000-1777557600@ebi.co.uk
SUMMARY:Creating a Centralised Retirement Proposition: Reducing Risk Through Design
DESCRIPTION:Creating a Centralised Retirement Proposition: Reducing Risk Through Design\n\n\n\nWith rising regulatory pressure and complex client needs\, financial advisers need a clear and robust approach to client retirement planning. \n\n\n\nWe will discuss: \n\n\n\nThis webinar with Sian Davies Cole explores how a well-designed Centralised Retirement Proposition can reduce risk\, improve consistency\, and support better client outcomes through smarter design.Learning Objectives: \n\n\n\n1. What are the core components of a CRP? \n\n\n\n2. What question does a centralised retirement proposition try to solve? \n\n\n\n3. How do risk profiling questionnaires and CRPs fit together? \n\n\n\n60 Structured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nSian Davies Cole\, Founder & Paraplanner at Snazzify\n\n\n\nSian is the Founder & Paraplanner at Snazzify\, an outsourced paraplanning and consultancy firm which she set up in 2025. She specialises in complex financial planning and projects such as CIPs\, CRPs and bespoke research. After more than two decades in financial services\, completing the CFP certification and working with real Financial Planners for the past six years – she has a well rounded experience blending practical compliant financial advice with client friendly communication.  \n\n\n\nAshley Owen\, Head of Business Development at ebi\n\n\n\nAshley Owen is Head of Business Development at ebi Portfolios. Joining in 2020\, Ashley is the main point of contact for any new adviser enquiries\, introducing ebi and presenting the solutions offered. Ashley has a background in investments and wealth management\, both in the Channel Islands and London\, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m\, over seeing DFM operations\, conducting fund due diligence and maintaining client relationships.  \n\n\n\nAshley previously worked at AES International\, covering positions of Head of Investment Strategies\, helping centralise their investment proposition\, and as Associate Director\, coaching advisers on building their business. 
URL:https://ebi.co.uk/events/creating-a-centralised-retirement-proposition-reducing-risk-through-design/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2026/02/Website.png
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