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Will you be looking to buy or sell your financial advisory business?

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Bankhall Offices

Southmark Bldg

3 Barrington Rd

Altrincham

WA14 1GY

United Kingdom

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Event description

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Will you be looking to buy or sell your financial advisory business in the next few years? What impact can the investment proposition have on business valuation? Should assets be held on platform or off?

At our morning event we will DISCUSs key points to consider from those with first-hand experience. The format will take the same shape as our recent successful event in Edinburgh with two short and informative presentations followed by an open panel discussion - which you are actively invited to participate in.

Join us in Altrincham for a lively DISCUSsion on business sale and acquisition, followed by an expert panel debate. You’ll also get the chance to network with the speakers and other financial adviser attendees. And don't worry - it will be a strictly sales spiel free event.

Here's what the attendees at our last event had to say:

"The DISCUS event was very enjoyable and informative"

"A great event with highly credible speakers and informative content"

"One of the best days I've been to - it wasn’t full of product selling"

"I enjoyed being able to actively join in"

GUEST SPEAKERS

Our guest speakers will be announced shortly, with representatives from:

. Fairstone

. Bankhall

. Financial advisers with first-hand experience buying and selling their business

This event is proudly brought to you by DISCUS, in association with Bankhall. It is open to authorised Financial Planners, Wealth Managers and IFAs.

There is limited space to attend and registration is now open. A light breakfast will be served prior to the event starting at 10 am. We will finish by 12 pm.

Planners and advisers can apply for tickets using this form. Please note that applying for tickets does not guarantee a place but all applications will be responded to.

(The hashtag for the event is #DISCUSdebates)


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Date and Time

Location

Bankhall Offices

Southmark Bldg

3 Barrington Rd

Altrincham

WA14 1GY

United Kingdom

View Map

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