Fidelius Lunch Briefing - Bristol
23 Feb 2023
Thornbury Castle Hotel
Castle St, Thornbury, Bristol, BS35 1HHView Map
HOME FOR GROWTH – What are the options for businesses that wish to grow to the next level and increase their valuation?
- What are the main considerations/milestones when planning for the next stage in growth
- What effect can a growth plan have on profitability/earnings over the short to medium term
- Key factors that impact the value of wealth businesses
- Fidelius believe the risk of running advisory portfolios has increased in the last 12 months – how can this be mitigated going forward?
- What are the current options for businesses that wish to raise capital
This event is perfect if...
- You wish to raise capital to fund future growth
- You recognise the value of your teams and would like to help them develop
- You are an IFA that wants to take some risks off the table
- You are an IFA that currently manages Advisory Portfolios