The Venue

The group meet on a Wednesday morning in The Crystal Suite at the Dorchester Hotel in Park Lane, London.

Food is served from an anteroom adjacent to the meeting room to avoid disruption.

A screen, projector and flipchart are supplied. Wi-fi is also available. (Speaker/sponsors must bring a suitable laptop to present a presentation).


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.