instituteadvisors   South West Chapter - Institute of Advisors

The South West 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 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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Through continual improvement, our goal is to collaborate with the best 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


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.

Jason Mountjoy

South West

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.

David Blair

North East England

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

Gary Jesson


Gary is a founder and director of EFM Financinal Management, a progressive financial management firm that helps financial directors provide advice to SMEs.