Progressive Planning Event ticket update

A 90-second view. All of our at-venue tickets have…
Progressive Planning Event – 8th September

Progressive Planning Event // 8 Planners // 8th September 2022…
Lee Robertson: A private social network for financial services professionals

Photo: Lee Robertson and Octo Member Steve Lawless talking HNW Insurance. Our Private…
Octo Members Group founder reflects on UK wealth industry

Having spent 30 years as a wealth manager, been named…
Lee Robertson and Rob Page unveil financial services app

Former CEO of Investment Quorum Lee Robertson and former global…