Who We Are

The group has a limited membership of 34 individuals.

Membership is restricted to owners and decision makers of financial planning firms who target and serve the more complex client community, most notably High Net Worth individuals.

Members operate from standalone professional premises and share a culture of high quality advice based upon robust practices, including system diagnostics and tools, detailed examination and research and behavioural psychology.

The vast majority of members are independently registered with the FCA and utilise the disciplines of new model advisers, including the networking use of 3rd party services and referrals, WRAPs, platforms and electronic client communication.

We are also proud to support Magic Breakfast as our 2019 charity. As we hold breakfast meetings, we have chosen to contribute funds that provide 10 breakfasts, per member, per meeting. We will thus provide 3400 breakfasts for disadvantaged children during 2019.

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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.