Application Process – The Inner Circle

We hope you have found the details about the The Inner Circle useful, insightful and sufficient to convince you of the value to you of membership of this exclusive group.  If so, you may be ready to complete the Inner Circle Application Form and progress your membership.

If however you have yet to speak with Mark and would like to have a quick chat with him before making up your mind, that’s fine too. To arrange a convenient time simply book an appointment with Mark

The application form primarily seeks your contact and practice details. It also invites you to summarise the key issues and challenges you want to resolve during your membership of The Inner Circle. (We appreciate you may wish to keep these generic and we understand that they may well evolve over time).

You will also be asked to indicate your preferred approach to making your investment in membership of The Inner Circle. The options are a lump sum or a monthly direct debit arrangement.

If your application is successful we will supply you with a simple membership welcome pack, an invoice with payment details and a copy of the Membership Agreement via EchoSign. Signing this document is the final step in your application.

And, of course, we will provide you with full details of the upcoming meetings.

Exclusivity is guaranteed as each Inner Circle will build to between just 6 and 12 members.

Your Investment

Many people attracted to a group like The Inner Circle will also have considered engaging a personal mentor. These typically require an investment of several thousands of pounds. Mark also offers such a service – further details here>>>

Membership of The Inner Circle has been set at just £300 per month +VAT (Total fee payable over 12 months £3,600 +VAT).

This covers:

  • 12 monthly meetings with professional and expert facilitation
  • Follow up calls each month to keep you on track – you decide whether you prefer these to take place by phone, Skype or email.
  • Key learning point summary of each meeting (particularly useful if you’ve been unable to attend). The notes from past meetings are available in a online membership library.

Or you can save £600 by paying just £3k +VAT in one lump to cover the full 12 months.


On joining Mark Lee’s Inner Circle you will also:

  • Qualify for 12 months complimentary membership of the Tax Advice Network (saving £120 pa). Amongst the additional benefits that this provides are a weekly tax tips newsletter focused on practical commercial and timely issues that are all relevant to general practice accountants.

Money Back Guarantee

We are confident that you will be delighted by your investment in The Inner Circle.

However, if you don’t feel that membership is beneficial you can have a full refund of your Membership fee if you ask for this within 3 months of joining The Inner Circle. Since it launched in April 2014 not one person has requested a refund.

The only caveat to this guarantee is that you must have taken the opportunity seriously, attended at least 2 meetings and carried through on the actions you set for yourself at each of those meetings.

When you are ready, or if you have any questions, please arrange a call with Mark by booking a slot in his diary through this facility >>>