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

Isabel Baxter
Author spotlight

Isabel Baxter

News editor at Professional Adviser

More on Companies

Norfolk advice firm declared failed

Norfolk advice firm declared failed

One claim upheld against Skipbo so far

Isabel Baxter
clock 20 April 2026 • 2 min read
Schroders shareholders overwhelmingly greenlight Nuveen takeover

Schroders shareholders overwhelmingly greenlight Nuveen takeover

Seen as a foregone conclusion

Linus Uhlig
clock 17 April 2026 • 1 min read
Advice firm declared failed over pensions advice

Advice firm declared failed over pensions advice

Barfield Associates is no longer trading

Isabel Baxter
clock 16 April 2026 • 1 min read