“How we helped Schroders Personal Wealth (SPW) advisors build confidence, improve conversations, and identify meaningful client opportunities around business exits.”
This case study highlights how Logros Advisory Partners (LAP) delivered a high-impact corporate finance and exit planning workshop tailored for financial advisors working with business owners, improving their ability to support clients through critical life and business transitions
🔍 Workshop Snapshot
Organisation: Schroders Personal Wealth (SPW)
Participants: Three small-group sessions (8 advisors each)
Format: Live interactive workshops using real client examples
Focus Areas: Exit planning, corporate finance advice, client relationship development
Outcomes:
- Improved advisor confidence in corporate finance conversations
- Clearer, value-driven exit planning discussions
- Follow-up 1-2-1s initiated with LAP for business owner clients
Introduction
Schroders Personal Wealth (SPW) is one of the UK’s leading financial planning firms, offering tailored wealth management advice to clients across the country. Among their clients are many successful business owners — individuals who will at some point consider selling, retiring, or transitioning their company.
Recognising that exit planning conversations can be both technical and emotional, SPW wanted to strengthen their advisors’ capability in this area. They partnered with Logros Advisory Partners (LAP), a specialist M&A and corporate finance advisory firm, to deliver a practical, outcomes-focused training workshop.
The Objective
The aim of the workshop was threefold:
- Build advisor confidence in starting exit and succession conversations
- Help advisors understand the motivations behind business sales
- Create a seamless referral pathway into LAP for deeper client support
The sessions were designed to unlock long-term value for both clients and advisors by aligning financial advice with strategic business decisions.
Our Approach
To meet these objectives, LAP developed and delivered a targeted training experience during SPW’s Regional Advisor Day. Advisors attended one of three tailored 20-minute workshops, structured around real-life client examples from their own books.
Led by LAP’s founders:
Lee Dinsdale helped advisors:
- Spot business exit or succession signals early
- Ask the right questions to uncover client intentions
- Build trust and open the door to meaningful conversations
Brian Higgins focused on:
- How businesses are valued and prepared for sale
- What the exit journey entails from start to finish
- The range of exit strategies available to business owners
The interactive format helped advisors apply what they learned immediately — increasing their confidence in navigating complex business planning discussions.
The Outcome
By the end of the workshop, advisors:
- Felt more equipped to talk to business owners about exit planning
- Understood how corporate finance complements personal financial advice
- Knew when and how to introduce LAP as a trusted partner
Several SPW advisors booked immediate follow-up sessions with LAP to explore specific client cases, and others expressed interest in more in-depth training.
“The combination of relationship-building and technical knowledge made the workshop both informative and motivating.”
What Schroders Personal Wealth Said
“Working with Lee Dinsdale and Brian Higgins from Logros Advisory Partners has been an incredibly valuable experience for our team. The recent workshop they delivered was both insightful and engaging, offering our advisors practical tools and strategies better to support business owners with corporate finance and exit planning.
Lee’s session on building relationships and identifying corporate finance opportunities was particularly impactful, helping our advisors feel more confident about discussing these often complex topics with clients. Brian’s session provided a clear, practical understanding of the exit planning process, including how to support business owners through key financial decisions. The combination of relationship-building and technical knowledge made the workshop both informative and motivating.
The feedback from our team has been overwhelmingly positive, with many advisors commenting on how the sessions have changed their approach to client conversations. We truly appreciate the support and expertise that Logros Advisory Partners have provided, and we look forward to collaborating on future sessions to continue enhancing our team’s skills and client support.”
Claire Bocking, Regional Manager, Schroders Personal Wealth
Want to Equip Your Advisors or Explore Exit Planning for Your Own Business?
At Logros Advisory Partners, we help both wealth managers and business owners:
- Start better conversations around business exits, succession, and growth
- Understand what’s involved in selling a business or preparing for transition
- Make informed decisions that protect legacy, maximise value, and support future goals
Whether you’re looking to run a workshop for your advisory team, or explore what an exit might look like for your business please contact us
