Plymoth Chapter - Institute of Advisors

The Plymoth Chapter

The Plymoth Chapter of the Institute of Advisors is committed to helping accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice.

We at the Plymoth Chapter aim to empower professional Business Advisors around the world through certification and professional benchmarks & standards. The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Owners should follow

The Plymoth Chapter supports the Institute's goal of collaborating with the passionate thought leaders in the space to create:

  • A set of worldwide benchmarked standards that can be incorporated into any advisory practice.
  • To recognise the excellent work in the setting of standards and accreditation by other respected bodies and to provide access to the accreditation process
  • To create a free membership library that fosters the growth and development of material and resources in this area
  • To offer a mentoring program to help professional advisors to add “Advisory” services
  • To Assess and recommend products that meet the quality guidelines of the Institute’s board of governors

Meet Your Local Chapter Leaders

Upcoming Online Events

Upcoming Local Events

Join The Plymoth Local Chapter

We believe in the power of community, collaboration, and continuous learning. Our local chapter meetings and online events connect advisors from all backgrounds to network, share insights, and grow together.

🌍 Join our next Chapter Meeting

Connect with advisors from around the world! Start in a group discussion, then break into smaller groups by local chapter regions or through targeted networking - building valuable professional relationships. Click the next event on the left to join an upcoming networking session - then become a paid member for exclusive benefits.

🤝 Invite Other Advisors to Join You!

Encourage fellow advisors to join your chapter meeting to connect and network with them. Access the list of current members here!
View Member Directory

✅ Join Now

**Join now by clicking on the next upcoming event on the left-hand side.** Start your journey with us and become part of a growing community of forward-thinking advisors.

Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals, and coaches into one organization with the goal of educating, networking, and collaborating to elevate the advisory profession.

Gavin Jones

Local Chapter President
With a proven track record in helping SME companies through accelerated growth in both sales and profit. David has the ability to really get under the skin of your business, identifying ways to operational excellence, routes to new markets, creating a robust business plan to work towards considered exit strategy.

Contact Gavin Jones