12 09 18
The ICC Birmingham
Broad Street, Birmingham B1 2EA

The lifestyle financial planning conference


Paul Armson

Inspiring Advisers

Paul Armson became a financial adviser in 1982. He started delivering ‘Lifestyle’ Financial Planning to WOW his clients in 1990 and built a small fee-based financial planning practice, primarily focusing on small business owners and retirees. Read more

Heather Wright

Advance Performance

As one of the founding directors of Advance Performance, Heather Wright has spent over 20 years inspiring people to change their lives for the better in huge and tiny ways. Read more

Mitch Anthony

Adviser Insights & The Financial Life Planning Institute

Mitch Anthony is recognized as a leading expert in the fields of Financial Life Planning and building client relationships and co founder of Read more

Richard Mullender

Ex Scotland Yard Hostage Negotiator

After military service and time in the private sector, Richard joined the Metropolitan police. He worked as a detective investigating serious crimes. Read more

Steve Sanduski

Belay Advisor

Steve is the Founder and President of Belay Advisor, a financial advisor coaching, consulting, and marketing services company that works with individuals and firms to accelerate growth. Read more

Nick Lincoln

Values to Vision Financial Planning

For Nick, Lifestyle Financial Planning is a mindset. It is “all in, all the time”, otherwise it is pointless. Read more

Tina Weeks

Serenity Financial Planning

Tina Weeks is the founder of Serenity Financial Planning Ltd, a unique firm of financial advice and coaching professionals which embraces Life Planning at its core. Read more