NextGen Planners London Roundtable - Thursday 16th January 2020

Our London NextGen Planners Roundtable is always a popular event, and this promises to be no different. Our Roundtable events are a great way for those within the Financial Planning community to meet and share ideas! As always this event is open to all.

This quarter we have the privilege to hear the thoughts of Alfie Mullen, the Co-founder of Eelah Limited (www.eelah.co.uk), a specialist life planning firm focussed solely on tech entrepreneurs. Alfie and his Co-Founder, Jo Little, took the leap to set up Eelah in 2017 with a vision to change the world of financial planning for tech entrepreneurs looking to change the world.

This experienced duo started their firm from scratch, bringing experiences from their time working together at Emery Little. Over the last two years Alfie and Jo have been on a rollercoaster journey with the business, learning from every challenge you can think of, to be running a highly successful business today.

So, we thought who better to talk about setting up a new firm in the City! Alfie will tell the unvarnished truth of his journey and highlight to the audience a number of hurdles that those looking to set up will need to overcome – This will be a fascinating and an invaluable experience to all in attendance.

Chaired by James Mousley and a big thank you to the hosts for the evening Kyle Barwell and the great team at Kames Capital.

Agenda

6pm – Arrival drinks and networking

6.30pm – Guest Speaker, Alfie Mullan

7.30pm – Q&A / Open Discussion

8.00pm - Pub