Webinar: Effective Preparation for a Business Sale
About the Presenter
Andy’s whole career has been in Wealth Advisory. He has run three very different firms in his career, starting with his own IFA firm, Scott Moncrieff Wealth Management and until recently as Head of Advice at Close Brothers Asset Management (CBAM).
Since 2011, he has “lived” the acquisition journey from both sides, selling and buying. He possesses a unique insight into the emotions, considerations, reactions, and ego, which constitute every transaction in Wealth Advisory acquisitions. His experience ranges from growing small firms to large firms within the regulated environment. He is an Adviser through and through, he passionately believes that professional financial advice is a good thing for society.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.