1 Coleshill Street,
Sutton Coldfield,
West Midlands,
B72 1SD

t: 0121 354 4034

e: info@opus-ifp.com

News
Lifestyle Financial Planning Conference – ICC Birmingham

On 26th September our financial planners took a day out of the office to attend “Back2Y”, a world-renowned conference focussing on Lifestyle Financial Planning, and which is held each year in Birmingham.

The conference is hosted and run by the leading proponents of Lifestyle Financial Planning, and showcases best practice from around the globe. This year we heard some great new ideas from speakers from the US, the UK and across Europe. We listened to their thoughts on such diverse subjects as the future of our profession; helping clients to make better decisions; and improving the quality of our client conversations.

Finally, as we are completely independent, we are delighted to be a part of a conference that is unique in that it does not accept corporate sponsorship in any form, and no glitzy product-pushing presentations. It simply focusses on what is important to our clients, and what can be done to make their financial lives even better and more secure.

We are looking forward to implementing some of the best ideas for our clients over the next few months.

Incorporated in the United Kingdom and registered in England and Wales. Registered no. 07304649. Registered office: 1 Coleshill Street, Sutton Coldfield, West Midlands, B72 1SD. Authorised and regulated by the Financial Conduct Authority