M&A Follow-up & Wellbeing - 12th March 2026
Following the strong engagement and feedback from our January M&A event, we are pleased to invite you to a dedicated follow-up webinar focused on two equally important areas:
• Key M&A learnings and reflections
• The personal wellbeing impact of selling your advice business
Event details
Date: Thursday 12 March 2026
Time: 12:00pm – 1:30pm (90 minutes)
Format: Live webinar
Hosted by: Bristol & Cheltenham PFS Chair
Agenda
12:00 – 12:25 | M&A recap
A short, focused recap from our January speakers, each providing a 5-minute synopsis of the areas they originally covered:
- Andrew Clothworthy
- Steve McNicol
- Louise Jeffreys
- Brian Hill
12:25 – 1:10 | Wellbeing focus
A 45-minute discussion led by Anna Ready-Leap, exploring the often under-discussed personal and emotional impact of selling your business — before, during, and after the transaction.
1:10 – 1:30 | Panel Q&A
An open Q&A with all five speakers, hosted by the Bristol & Cheltenham PFS Chair.
Who should attend
This session is aimed at advisers and principals who:
- Are considering selling their business in the future
- Are currently navigating M&A conversations
- Want a more balanced understanding of both the commercial and personal implications of exit planning
This is a Personal Finance Society event and is designed to be educational, reflective, and discussion-led.
Registration details here
We hope you can join us for what promises to be an open, insightful, and valuable session.