Collaboration in Financial Advisory

24 July 2025

Online: 3PM - 4PM BST

The meeting focuses on establishing the Financial Advisory Centre of Excellence within Russell Bedford International. Iain Lundie, Partner at HCA Chartered Accountants and leader of the Financial Advisory Centre, emphasises the need for collaboration and feedback to refine the centre’s focus. Key points include leveraging each other's expertise, creating a mailing list for deal origination, and using the WhatsApp group for timely communication. The meeting concludes with a commitment to increase client outcomes and business development through enhanced collaboration and targeted deal origination efforts.

Recording available on the members-only intranet - recommended watching for those interested in collaboration opportunities within the Financial Advisory Centre of Excellence.

For more information visit the members only intranet here.