The group has been in existence for nearly 40 years.
It was founded as the ‘West End Breakfast Club’ in the late 1970s, and until recently was known as the ‘West End Broker Study Group’.
It has always met in hotels in the west end of London, convening monthly at breakfast time to avoid business hour impact.
Originally it drew its membership from the IFA community, but along with the industry in general, it has adapted and now accepts decision makers and business influencers from whole of market financial planning firms.
An altruistic group of financial planning and wealth management company owners and business influencers who exchange ideas, knowledge and experience in the pursuit of professional excellence and better client outcomes.