Event Information

A full-day conference and drinks reception at Chartered Accountants’ Hall to explore the benefits of delivering holistic financial advice services to SME owners and their families.

This interactive event will explore how firms from across the professional advice spectrum can work more collaboratively to deliver integrated value-added services that put the personalised goals of clients at the heart of the business model. Our experts will use the case study example of a retiring SME owner, “Peter Pickle" and his family, to illustrate how chartered accountants as trusted advisers of first choice can position themselves at the centre of the professional advice network.

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Key benefits

This event is for anyone with an interest in Personal Financial Planning (PFP) and will explore the latest tools and strategies within the PFP sphere to drive SME owners and their families forward.

• Learn: enhance your technical knowledge on topical advice areas
• Consider: get practical insights on how working with other professional advisers can add value to your business
• Refresh: your understanding of the ICAEW Designated Body Scheme
• Network: opportunities to network at Chartered Accountants’ Hall and the closing the drinks reception