NextGen Planners receives minority investment from entrepreneur James Ashford

Ashford takes 10% equity stake

Isabel Baxter
clock • 2 min read

NextGen Planners has received a minority investment from entrepreneur, author, and speaker James Ashford, who has taken 10% stake in the business.

This firm said the partnership will "accelerate" its mission to provide its community of financial professionals with enhanced tools and strategies for personal and business growth. Speaking to PA, NextGen Planners director and chief revenue officer Rohan Sivajoti could not say how much exactly Ashford has put into the business but confirmed that it was a 10% stake. He said that the business' big focus going forward is all about personal growth. "People being the best versions of themselves at work in every possible way," Sivajoti said. Ashford is known for founding pricing soft...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Aegon's adviser platform sees improved net outflows of £1.4bn

Aegon's adviser platform sees improved net outflows of £1.4bn

Provider aims to return adviser platform to growth by 2028

Isabel Baxter
clock 21 August 2025 • 3 min read
Benchmark pushes cash solutions for advisers with Insignis partnership

Benchmark pushes cash solutions for advisers with Insignis partnership

Insignis is a London-based cash management platform

Isabel Baxter
clock 21 August 2025 • 2 min read
Hoxton Wealth launches financial planner career programme

Hoxton Wealth launches financial planner career programme

Three-year programme for aspiring planners

Isabel Baxter
clock 20 August 2025 • 3 min read