UK Chapter - Institute of Advisors
The UK 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 UK 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
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Join The UK Local Chapter |
The UK 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
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
Jason Mountjoy
Local Chapter President
Inspired by the principles of the Kinder Institute for Financial Life Planning, Jason takes a holistic approach to helping people deal with the financial matters that underpin all of our lives.
Contact Jason Mountjoy
David Blair
Local Chapter President
David is an experienced Corporate Strategist and Exit Planning Specialist. With over 30 years of experience, David has worked with over 50 growth companies, helping them raise and successfully deploy in excess of £250m and execute a variety of successful exits including merger, trade sale and IPO
Contact David Blair
Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals and coaches into one organisation with the goal of educating and improving the knowledge, skills and professionalism of the advisory function as well as collaborating in groups to promote their local firms.
Institute Partners
