PFS Bristol & Cheltenham: Understanding your business succession journey

You’d never let a client retire without a plan – so why approach your own exit differently?

You advise others to seek guidance when building wealth, now’s the time to take your own advice when it comes to selling or scaling your business.

Join us for “PFS Bristol & Cheltenham: Understanding your business succession journey”, an exclusive half day event designed to help financial advice and wealth management professionals navigate every stage of the sale process – from mindset and preparation, through to structure, negotiation and integration.

Event Details
Date: Tuesday, 20th January 2026
Time: 9:00 AM – 2:00 PM
Venue: Tortworth Court, Bristol

Programme Highlights

Welcome & Introduction
Steve McNicol, Fairstone & Andrew Clotworthy, Quilter
Setting the scene: the anatomy of a deal journey and what makes a successful transaction.

Session 1 – The Why: The Mindset of Selling
Louise Jeffreys, Managing Director, Gunner & Co.
Exploring the psychology, strategy, and emotional readiness behind deciding to sell.

Session 2 – Preparation: What and How
Brian Hill, Founder, Pathfinders
A practical guide to preparing your business for sale — from data and financials to people and process.

Session 3 – The Deal Journey in Practice
Steve McNicol & Andrew Clotworthy
An inside look at timescales, the anatomy of a deal, balancing business operations during the process, and the importance of integration.

Panel Q&A and Discussion
An open conversation with all speakers to share insights, lessons, and practical advice.

Networking Lunch – 1:00 PM onwards

Who Should Attend
Business owners, directors, and senior leaders in financial advice and wealth management considering succession, sale, or strategic partnership.

RSVP
Please confirm your attendance by registration.
Spaces are limited, so we encourage early registration.

We look forward to welcoming you to Tortworth Court for a day of insight, discussion, and connection.

Warm regards,
Rob Fairbrother
PFS – Bristol & Cheltenham Regional Chair