Fidelius Lunch Briefing

Summary

• 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 

We are offering a number of locations for these Briefings, so if another suits you more, please register using the relevant link below: 

• Peterborough - Haycock Manor Hotel - 2 March 2023 - register here
• Birmingham - The Grand Hotel - 29 March 2023 - register here
• Bristol - Thornbury Castle Hotel - 17 May 2023 - register here