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

Mitch Anthony

Co-Founder Life Centered Planners

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

Amyr Rocha-Lima

Holland Hahn & Wills

Amyr is a Chartered Financial Planner at Holland Hahn & Wills and has worked within financial services for the past 11 years looking after private clients, businesses and trusts. Read more

Andy Hart

Andy is both a practising Financial Adviser and Adviser Coach. He’s a prolific content creator, podcast host and also conference organiser. Read more

Ken Welsh

Founder & Managing Director VWM Wealth.

Ken’s experience extends to over twenty-five years in financial services and he has brought a lot of practical experience and knowledge to clients over that time. Read more

Jessamy Walker

Director, Brown Dog Financial Planning

Jess started out her working life as a Marine Biologist in Tanzania, ran a safari camp in Kenya and like so many advisers when she finally got her Dad’s version of a “proper job” fell into Stockbroking in 1997 via a temp job in a well-known stockbrokers office. Read more

Lucy Ratcliffe

Lucy Ratcliffe

A founding Partner of IDology, Lucy has been with the business from it’s beginning.

She began her career as a professional actress, where her highlights were writing and performing a one woman show for Kenneth Branagh’s Theatre Company and being part of the Olivier Award wining Spanish Golden Age Season at the Gate Theatre, directed by Steven Daldry. Read more

Johnnie Cass

Johnnie Cass is highly regarded international speaker, trainer and executive coach. For the last 20 years Johnnie has been travelling the globe delivering high impact, powerful
presentations. Read more