Looking for advice on the steps to take when starting or growing your own independent career or portfolio? This focused short webinar for the IAC Community will look at some of the factors you may need to consider:
Joining Sona Davda, Head of Business Communities at ICAEW will be Paul Wells, Regional Director London and the South East for Bluefin Professions. Paul will guide you through some of the important topics to consider as you launch your independent career and help you de-risk your business.
This webinar is a high level view of the topics covered. Background reading and ICAEW advice on PI Insurance and Engagement Letters, amongst other topics, can be found under the Business Tools part of the IAC Community webpages.
This Independent Advisers and Consultants community webinar is exclusively available to ICAEW Independent Advisors and Consultants community members. To attend this webinar you can join the community free of charge online.
Paul Wells B.Sc (Hons) ACII, Regional Director London and the South East, Bluefin ProfessionsPaul has specialised in professional indemnity and financial lines insurance for over 25 years, mainly based in the London market. He is currently the Regional Director for London and South East at Bluefin Professions, a leading professional indemnity (PI) insurance broker, and looks after a wide variety of clients across a range of trades. Paul previously worked on the underwriting side for RSA as Head of London PI at time when they were the leading insurer of accountants in the UK. He is an associate of the chartered institute of insurers.
Member Rewards partner Bluefin Professions have been ICAEW's exclusive provider of professional indemnity and office insurance for over 14 years.
Sona Davda, Head of Business Communities, ICAEWSona is a Chartered Accountant with over 13 years experience in both practice and industry. She trained at PwC, gaining experience in Audit, Cost Transformation and Business Valuation before moving to Vodafone Group. At Vodafone, Sona worked closely with the C-Suite in her role as Valuations Manager, responsible for the valuation of Vodafone’s portfolio of companies and impairment reviews. Her last role at Vodafone Group was Technology Finance Manager for European markets, focusing on Capex reviews, investment appraisal and providing decision support as a trusted business partner. In her role as Head of Business Communities at ICAEW, Sona is responsible for the strategy and development of the Communities.
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