Last Friday Anthony, Robert and I escaped London for the day to sample the air of Birmingham and, more importantly, attend the exciting Back2Y conference run by Paul Armson – a guru in the world of alternative financial planning – to help us with our long term objective of becoming the best financial planning business in the UK.
So why was the conference so exciting? It confirmed that the things that we have implemented over the last 12 months to help empower you to make brilliant financial decisions, such as lifestyle financial planning and cashflow modelling, are absolutely the way to go. If you haven’t had the benefit of these yet, please get in touch.
It also gave us the feeling that we are a long way ahead of many of our competitors, but we are not resting on our laurels and it has spurred us on to think about ‘what next?’. The conference gave us loads of fantastic ideas to add to those we already implemented, to further improve what we do for you and the services we can offer to you, and has really excited and inspired us. We spent the whole journey home discussing our ideas and plans (sorry to fellow passengers in Coach C) and we look forward to sharing them with you as we implement them over the coming months.
This document is marketing material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.
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