APX Advisory Teams Mentorship
Advisory Teams
Financial Strategies
Live & E-learning
Build your advisory confidence, one strategy at a time
The APX Advisory Teams Mentorship
You don't need to offer "full advisory" to start delivering value
One of the biggest misconceptions about advisory is that you have to transform your practice overnight.
You don't.
You simply need to help one client solve one problem.
.
Created by Tim Seymour and Deb Halliday, experienced practice owners who have built and sold their own accountancy and advisory firms.
Prefer a chat first? .. Book a call
You didn't begin your accounting career preparing complex
year-end accounts
You started with the fundamentals.
Advisory works exactly the same way.
Learn one strategy.
Use it with a client.
Build your confidence.
Then add the next...
Before long, you'll have developed the experience, confidence and practical skills to deliver meaningful advisory conversations that create genuine value.
A Practical Pathway into Advisory
Every month we focus on one financial strategy that you can immediately use with clients.
Rather than overwhelming you with theory, we guide you through implementing each strategy from start to finish.
Why Join a Live Cohort?
Most professionals don't struggle because they lack knowledge.
They struggle because they lack confidence to use it.
The Live Cohorts bridge the gap between understanding advisory and actually delivering it with clients.
Every week you'll leave knowing exactly what to implement before the following session.
Learn Alongside Other Professionals
One of the biggest advantages of the Live Cohorts is learning with others who are making exactly the same transition.
You'll hear different perspectives...
Share ideas...
Ask questions...
Celebrate successes...
…and realise you're not the only one facing these challenges.
Many members tell us the conversations between sessions are just as valuable as the teaching itself.
Designed to Fit Around Your Practice
We know you're busy.
That's why every workshop is delivered live online, with full replays available inside your portal.
Attend live whenever you can.
Catch up whenever you need.
Continue progressing at your own pace.
Advisory Teams
Financial Strategies
Each monthly challenge follows the same simple structure...
Week 1: Learn the strategy
Complete the online training and understand both the financial principles and how to introduce the strategy with clients.
Week 2: Join the live workshop
Work through practical examples with Tim Seymour and Deb Halliday and see exactly how the strategy is delivered.
Week 3: Implement with a client
Put your learning into practice using a real client, supported by our resources and guidance.
Week 4: Submit your case study
Demonstrate your implementation, receive feedback and achieve certification for that strategy.
Designed for Practical Implementation
Every module combines learning with application, helping you put new skills into practice as your team progress.
Structured Financial Strategy Challenges
Monthly online learning modules
Live implementation workshops
Practical templates and resources
Monthly implementation support
Case study feedback
Individual strategy certificationsSession
Replays available inside your learning portal
If you miss a session, you can simply catch up at a time that suits you.
Learn, Implement, Grow together
Knowledge creates understanding.
Implementation creates transformation.
If you're ready to build advisory confidence, develop your strategy skills and begin creating an advisory team that doesn't rely on one person, the Live Financial Strategy workshops are where that journey becomes real.
Join the next cohort and start putting advisory into practice.
Learn it. Apply it. Embed it across your team.
Who Are These Cohorts For?
This programme is ideal if...
You want to start offering advisory but don't know where to begin.
You lack confidence leading financial conversations.
You'd like a structured way to build advisory experience.
You prefer implementing one strategy at a time rather than learning everything at once.
You want practical client results, not just theory.
No previous advisory experience is required
.
Whether you're already delivering some advisory or taking your first steps beyond compliance, this programme has been designed to help team members build confidence step by step, regardless of where they're starting.
Included within the APX Advisory Teams Mentorship
The Financial Strategies Programme is included as part of the APX Advisory Teams Mentorship.
You don't need to become an advisory expert overnight.
You simply need to master your first financial strategy.
Then your second.
Then your third.
Before long, you'll have the confidence, experience and practical skills to become the trusted advisor your clients already need.
Most programmes teach you how to become the advisor.
APX helps you build an advisory team.
Designed for Learning and Implementation
Watching training is not the same as changing the way a firm operates.
The mentorship combines flexible learning with live support so that you can understand the principles, apply them in your own practice and build them into the way your team works.
Learn at Your Own Pace
Access the online training, tools, templates and advisory resources whenever you need them.
Implement With Support
Join live cohorts and monthly sessions to ask questions, work through challenges and maintain momentum.
Embed It Across Your Team
Enrol your team. Use the learning pathways and team resources to develop capability beyond the practice owner.
Learn it. Apply it. Embed it across your team.
Don't take our word for it
What's working with us really like.....
Working with Tim...
We do not want to help you become the person every client depends on. We want to help you build a firm that delivers value without everything relying on you.
“Tim is my mentor, I have learned so much from Tim...
“Tim is my mentor, I have learned so much from Tim and have saved a lot of money in my bookkeeping business with Tim holding me accountable. You will never meet a more kind and personable man. I highly recommend you speak to Tim as he will guide you on your journey and help to make your business a success. Thank you for all you do Tim!”.
Lynn Graham - Virtual Bookkeeping - Ireland
Working with Deb...
The goal isn't to become the advisor every client depends on.
The goal is to build a firm where exceptional advisory becomes a team capability.
Deb's mentorship and knowledge have empowered me..
Working with Deb at The Accounts Ladies has been amazing. Deb’s mentorship and knowledge have empowered me while starting my practice. I highly recommend reaching out to Deb. Absolutely love working with her !”
Nic Lonsdale - Gingerbucks Ltd - AAT Practice of the year 2025
Real Results Speak For Themselves
A selection of Success Stories from
Deb and The Accounts Ladies Advisory Team
Advisory Teams
Mentorship
One Programme. Everything Included.
Build Your Advisory Team
The Advisory Teams Mentorship brings together structured learning, practical implementation, leadership development, client resources, live workshops, AI coaching and ongoing support in one complete system.
Everything you need to build advisory capability across your practice, develop confident teams and reduce owner dependency over time.
✓ 2026 Price
Join today and secure our limited 2026 pricing.
✓ Grandfathered for Life
Lock in your Price today. When membership fees increase for future members, your monthly subscription will remain the same for as long as your membership stays active..
✓ 12-Month Commitment
A minimum 12-month commitment provides the time and structure to implement lasting change. Your membership then continues on a simple rolling monthly basis.
✓ Grow Your Team
Add additional team members at the same monthly rate when you're ready to expand your advisory capability.
✓ Start Generating Revenue
Use your included Business Course Library reseller licence to create recurring revenue immediately. This alone has been proven to cover your monthly investment.
Just £297+ VAT per month
Prefer a chat first? Book a call
Your Questions Answered
What's the difference between a membership and a mentorship?
A membership gives you access to content and resources to work through at your own pace. A mentorship combines those resources with a structured learning pathway, live workshops, practical implementation, expert guidance and ongoing support to help you apply what you learn and achieve real results. At APX, we focus on transformation, not just access.
Do I need to be delivering advisory already?
No. The pathway supports people moving from technical delivery into advisory, as well as established advisors who now need to build capability across a team.
Can my team join?
Yes. The practice owner or leader completes the programme first to understand and implement the APX methodology. Team members then join and follow the learning pathways relevant to their role.
What happens during the 10-week cohort?
You attend weekly live implementation workshops designed to help you work through the APX pathway, apply the learning and maintain momentum. Replays are available when you cannot attend live.
When do the cohorts run?
Cohorts are planned for:
September to November
February to April
May to July
Can I Join anytime?
Yes.. You'll have access to the full Programme and learning library, monthly Financial Strategy Sessions, community, Polly AI Coach and all resources. The live cohorts are designed to accelerate implementation, but the mentorship and support continue all year round.
What are the Financial Strategy Sessions?
Each month focuses on one practical financial strategy. You’ll complete the e-learning, attend a live workshop, implement the strategy and submit a case study to demonstrate your understanding. Successful completion earns you the relevant APX badge, certificate or accreditation.
What is Polly AI Coach?
Polly is the APX AI learning coach. She is trained around the APX methodology and can help you explore your learning, think through questions and prepare for implementation. She does not replace professional judgement or the live support available through APX.
What is the Business Course Library?
It is a collection of client-facing business education courses that firms can make available to their clients. The library helps clients understand key business concepts, supports advisory conversations and reduces the need to answer the same foundational questions repeatedly.
What is the minimum commitment?
The mentorship has an initial 12-month commitment. After that, it continues on a month-to-month basis.
What happens if I miss a live session
Cohorts are three times a year and you are free to join any of these whilst your subscription is active. Replays are made available through the APX portal.
Is the training CPD accredited?
Yes the training programmes are CPD accredited
Can I speak to somebody before joining?
Yes. You can book a discovery call with Tim and Deb to discuss your firm, your goals and whether the mentorship is appropriate for you.