Southwest of England & Wales | 27 November 2025

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Please note these is an IN-PERSON event being held in the UK.

Attendance is mandatory for CPD.

Please DO NOT REGISTER if you are unable to attend in person. 

Join the IFA Executive Director - UK, Jonathan Barber for our Southwest of England & Wales regional face-to-face networking event.

We are pleased to be joined by Greg Davidson for an engaging session on how finance professionals can support clients in today’s evolving lending environment.

Greg will share how he helps IFA members with finance guidance and client support, before exploring key topics including:

  • Access to finance through High Street banks, challenger banks, and specialist lenders
  • The business-owner finance profile
  • Emerging industry trends such as ESG, borrower scrutiny, technology in lending, and embedded finance

Gain practical insights into the changing finance landscape and how to help your clients access the right funding options.

We will be joined by Tony Chick at ApariPro who will deliver a talk on how MTD quarterly submissions can be automated using AI.

This is an in-person event which will also include:

  • an IFA update and welcome to new and fellow IFA members;
  • a short business-related talk; and
  • an opportunity to network with other IFA members and professional colleagues.

Open to non-members, we encourage you to bring your colleagues and if you have your own professional contacts, please consider inviting them along as well.

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Date: Thursday 27 November
Time: 5.30pm-7:30pm (arrival from 5pm onwards)
Price: Free
CPD hours: 2

Location

The Bristol Golf Club
St Swithins Park
Blackhorse Hill Almondsbury
Gloucestershire BS10 7TP

Refreshments will be available. To help us cater appropriately it is important you register. 


About the speaker: 

Tony Chick, Chief Sales Officer, ApariTony Chick

Seasoned business leader with 22 years of experience in helping accountancy & wealth management firms improve how they serve their clients with innovative tech and AI solutions.

Tony started his career as a financial controller back in Australia and has since held various leadership positions for large tech players including CCH, Xero, QuickBooks, Taxback International and MYOB. Notably, he played a key role in the launch of Making Tax Digital at QuickBooks.

Now, as Chief Sales Officer at APARI, Tony is on a mission to transform the future of Self Assessment with AI-based technology, setting a new standard in tax compliance.

Apari New

 


Greg Davidson, Davidson Business Finance

Greg Davidson is the Founder and Principal Finance Broker at Davidson Business Finance.

He has supported the owners and senior executives of 100’s of SMEs for over 11 years, providing help in the areas of Commercial & Business Finance and Innovation Tax Incentives. In that time, he has become a source of trusted support to many Clients, Accountancy Firms and is a Partner to various organisations including The Institute of Financial Accountants.