We’re excited to reveal our first breakout session, designed for advisers running solo/small/lifestyle practices, with the ambition to grow on their own terms! The session will help redefine what it means to run a successful lifestyle practice and stretch your mind on what’s possible for your team and clients.
Paul Cleworth is MD at Tandem Financial, a firm he founded in 2016. As sole financial planner supported by three other team members, he grew the business to over £1.2 million in revenue, and his client relationships from 176 clients in 2016 (£44m AUM) to 210 families today (£120m AUM).
Warren Shute MSc., CFP is a Chartered Wealth Manager and director of Lexington Wealth and author of The Money Plan, an Amazon number 1 best selling book on personal finance. A multi-award winning financial planner, he is a regular contributor to the press, a weekly columnist for the Sunday Mirror and has appeared on TV and radio to raise the profile of financial planning in the UK.
