A local and regional series of themed networking events
Stay in the know about what’s happening at New Opus through our regular articles and posts. Our team keeps its ears to the ground and eyes on the next big thing so we can bring those trends to you, so check out the latest stories below.
PLEASE NOTE: Due to the Covid outbreak, we are
holding our events ONLINE via Zoom - more
information and alternative dates will follow soon.
How to use ZOOM....
We will be exploring three main themes:
Creativity – focusing on all aspects of the creative sector, such as film and music, with major economic as well as cultural benefits to the area.
Innovation – encouraging a diverse range of new and expanding businesses of all sizes, to develop new skills and opportunities.
The Built Environment – looking at best practice in the design and infrastructure of our towns and cities.
The events will allow participants to reach other people and businesses who share common interests, and an aspiration to work together.
National peer group (IFAs) - INVITATION ONLY
An insight into the CFP SDL UK Buffettology Fund
Feb 16th 2022
11.00 - 12.30pm
ONLINE VIA ZOOM
Since the Fund began in 2011, the CFP SDL UK Buffettology Fund has demonstrably outperformed the UK Stockmarket and the IA UK All Companies sector*, winning attention from the national press, receiving top ratings and collecting a number of industry awards.
Join us to find out more on 16th February with Jody Wheelhouse, Managing Sales Director - LGBR Capital
*Source: FE FundInfo as at 31/10/2021.
For financial professionals (CPD qualifying) and by invitation only.
Organised by Roger Tull
Hosted by Paul Wilkins (Azzurro Marketing)
Speaker:
Jody Wheelhouse, Managing Sales Director - LGBR Capital
Helping your clients to participate thoughtfully in UK Venture Capital – Thematic & Fund EIS strategies.
Followed by group discussion.
National peer group (IFAs) - INVITATION ONLY
Developing Niche Areas
Mar 16th 2022
11.00 - 12.30pm
ONLINE VIA ZOOM
Finding your business’s niche is a great way to make it more successful. Yet many business owners are afraid to niche down for fear of limiting their services and missing out on potential sales. This is where businesses end up stagnating
With niche marketing, businesses promote their products and services to a small, specific and well-defined audience. Many organisations adopt this strategy to support an underserved population and reap the rewards of brand loyalty.
Join us to find out how niching your IFA business can reach untapped potential and reap the benefits.
For financial professionals (CPD qualifying) and by invitation only.
Organised by Roger Tull
Hosted by Paul Wilkins (Azzurro Marketing)
Speaker:
Claire Summers - Positive Solutions
Followed by group discussion.
National peer group (IFAs) - INVITATION ONLY
Pension lifetime allowance - avoid a lifetime allowance tax charge
APR 20th 2022
11.00 - 12.30pm
ONLINE VIA ZOOM
Protecting your wealth is one of the main focuses of any business person or professional and one of the most popular methods is to accumulate funds in tax-exempt pensions. However, following the Government’s 2021 Budget announcement that the pension Lifetime Allowance has been frozen at its current level of £1,073,100 until April 2026 means increasing numbers of people will be caught by the Lifetime Allowance tax charge.
There are a number of strategies which can be utilised to avoid this if you take the time to plan ahead.
Join us to find out how.
For financial professionals (CPD qualifying) and by invitation only.
Organised by Roger Tull
Hosted by Paul Wilkins (Azzurro Marketing)
Speaker:
Richard Mattison - Director, Whitehall Group (UK) Limited (whitehallgroup.co.uk )
Followed by group discussion.
National peer group (IFAs) - INVITATION ONLY
Get More Clients - 19 tactics to grow your IFA business
May 18th 2022
11.00 - 12.30pm
ONLINE VIA ZOOM
Running a small service business is a balancing act and finding new clients can be a constant struggle. A common mistake is to stop looking for new business when you are too busy, searching for new business is something you should do continually. Join us to learn the secrets of successful marketing for new clients, using a variety of free and paid methods.
This seminar is aimed at IFA's, and anyone else who relies on getting individual clients.
For financial professionals only.
Organised by Roger Tull
Hosted by Paul Wilkins (Azzurro Marketing)
Speaker:
Speaker - Paul Wilkins - Founder, Azzurro Marketing (Azzurro Marketing)
Azzurro is a results-focused creative marketing specialist helping business owners address their marketing issues, improve results and kick start growth.
Followed by group discussion.
Our venues are centrally located with good transport links and plenty of (paid) parking.
How to reach our venues:
The Venues
The Hive - Southend
The Old Central Library, Victoria Ave, Southend-on-Sea SS2 6EX
Central London
Moor Place, 1 Fore Street Avenue,
London EC2Y 9DT.
Our Sponsors
LEADING IN THE INDUSTRY
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