In 1974 a group of independent financial advisers came together to share business ideas and best practice. They met in a private dining suite on Hagley Road Birmingham. The room was also a cellar, which is where the Cellar Club gets its name.

Today membership is strictly limited to no more than thirty selected professionals. Each one is passionate about making a real difference in the financial services profession, acting in the best interests of private clients.

 
 
 

MEMBERSHIP

Please direct all enquiries to:
t. 0121 212 9212
e. mark.rogers@successiongroup.co.uk

 
 
 

Current meeting location:
Simpsons Restaurant
20 Highfield Road
Edgbaston B15 3DU

Cellar Club members meet six times throughout the year, including Christmas lunch and a summer gathering at the New Hall Hotel & Spa in Sutton Coldfield, Birmingham.

The format for the meeting is a black tie dinner, followed by an after dinner talk. Speakers typically include regulators, MPs/MEPs, economists and other noteworthy presenters committed to contributing to the financial planing community.

Meetings are held in a variety of private dining rooms, most recently Simpsons Restaurant, and commence at 6.45pm for pre-dinner drinks. The meal is served at 7.10pm, followed by a formal presentation and round table discussion.

To find out more, download our list of previous speakers. If you would like to speak at a Cellar Club meeting, please get in touch.