Southwest of England & Wales | 2 July

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Join Jonathan Barber, IFA Executive Director – UK, for the second Southwest of England and Wales regional event of this year. This meeting offers an engaging and educational opportunity to build on this year's programme, combining professional learning whilst connecting with your industry peers. 

We are also pleased to be joined by Sam Talby from CMT Business Recovery who will deliver an insightful session on Clients Under the Shadow of Insolvency.

This workshop addresses the critical challenges faced by clients — and their advisers — when a business is experiencing financial distress or approaching insolvency. Attendees will gain practical guidance on assessing a client’s financial position, recognising early warning signs, and understanding when it is essential to involve specialist support.

The session is particularly relevant for non-insolvency professionals who may be asked for advice outside their formal qualifications or professional indemnity cover.

This talk will cover:

  • Understanding the life cycle of a company
  • Recognising the approach to insolvency and the perils along the way
  • Managing both adviser and client expectations and concerns
  • The rationale for engaging a business recovery professional
  • Adopting an ethical and responsible approach

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Event details 

  • Date: Thursday 2 July 2026
  • Time: 17:30 - 19:30 (arrival from 17:00 onwards)
  • Delivery: In-person, UK 
  • Cost: Free of charge
  • CPD hours: 2
  • Refreshments: Complimentary refreshments will be provided. Please register in advance so we can cater appropriately. 

Venue 

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

This in-person event will also include: 

A welcome and update from IFA, including introductions to new and existing members. 

  • A short business-focused presentation. 
  • An opportunity to refresh your knowledge, gain industry insight and earn 2 CPD hours. 
  • Dedicated time for networking with members and professional contacts. 

This meeting is open to non-members, and we encourage you to bring colleagues or professional contacts who may benefit from attending. 

Attendance in person is mandatory for CPD accreditation. If, for any reason, you are unable to attend, we kindly ask that you do not register for this event. 

Travel information

Car

  • Take the M5 motorway and leave at Junction 16 (Almondsbury).
  • From the junction, follow signs for the A38 towards Almondsbury and the B4061/Blackhorse Hill.
  • Enter St Swithins Park, Blackhorse Hill, Almondsbury.
  • Destination postcode: BS10 7TP.

Bus

  •  Take the T1 bus route (to either Bristol City Centre or Thornbury) via Almondsbury.
  • Travel to the bus stop at Almondsbury (e.g., “Almondsbury, The Swan” stop).
  • From the stop, walk along Blackhorse Hill or cross into St Swithins Park to reach the Golf Club.

Train

  • Travel to Bristol Parkway railway station.
  • From the station, you can take a taxi (approx. 9 mins) or the T1 bus towards Thornbury to Almondsbury, The Swan Hotel bus stop.
  • The Golf Club is a short walk away from the bus stop (approx.12 mins).

We look forward to seeing you.

About the speaker:

Sam Talby, Licensed Insolvency Practitioner, CMT Business Recovery

Sam Talby is a seasoned Business Recovery specialist and Licensed Insolvency Practitioner, known for an empathetic yet pragmatic approach. He works closely with individuals and businesses facing financial or operational uncertainty, delivering clear, practical, and workable solutions tailored to complex and challenging situations.