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Next Generation Advisers series

Next Generation Advisers: Meet Northwood Wealth Management's Danielle Pearce

People

Next Generation Advisers: Meet Northwood Wealth Management's Danielle Pearce

‘You don’t need to be amazing at maths to be an adviser’

clock 13 August 2026 • 6 min read
Next Generation Advisers: Meet Handelsbanken Wealth's Michael Dodds

People

Next Generation Advisers: Meet Handelsbanken Wealth's Michael Dodds

‘The people I've looked up to have never been driven by commission or product sales’

clock 24 July 2026 • 3 min read
Next Generation Advisers: Meet Marble Financial Planning's Ryan Davies

People

Next Generation Advisers: Meet Marble Financial Planning's Ryan Davies

‘Would you provide this advice to your own Granny?’

clock 28 May 2026 • 3 min read
Next Generation Advisers: Foster Denovo's Aaron Steel

People

Next Generation Advisers: Foster Denovo's Aaron Steel

‘People who might want to join the profession simply don’t know it exists’

clock 27 March 2026 • 4 min read
Next Generation Advisers: Meet Wren Sterling's Melissa Ellis

People

Next Generation Advisers: Meet Wren Sterling's Melissa Ellis

‘This industry has a longevity problem - and we need to address it now’

clock 03 March 2026 • 3 min read
Next Generation Advisers: Meet Path Financial's James Harrison

People

Next Generation Advisers: Meet Path Financial's James Harrison

‘Too many advisers are being shoe-horned into a consolidator proposition’

clock 27 January 2026 • 3 min read
Next Generation Advisers: Meet Sherlock Financial Planning's Sarah Sherlock

People

Next Generation Advisers: Meet Sherlock Financial Planning's Sarah Sherlock

‘Speaking to someone far removed from your own experience can be intimidating’

clock 04 December 2025 • 4 min read
Next Generation Advisers: Newbridge Financial Planning's Alex Bakovljev

People

Next Generation Advisers: Newbridge Financial Planning's Alex Bakovljev

‘I think the advice gap is obvious’

clock 20 November 2025 • 3 min read
Next Generation Advisers: Meet Fortify Wealth's Joe Payne and Tom Wood

People

Next Generation Advisers: Meet Fortify Wealth's Joe Payne and Tom Wood

‘It can be hard to build credibility when you’re young’

clock 28 October 2025 • 6 min read
Next Generation Advisers: Meet Gratitude Financial Planning's Freddie Winter

People

Next Generation Advisers: Meet Gratitude Financial Planning's Freddie Winter

‘Financial advice is still seen as an older man’s job’

clock 30 September 2025 • 5 min read
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