NextGen Planners

'Building some structure around your firm's marketing can add a lot of power'

Ashford takes 10% equity stake

‘Growing advice firms are considering client behaviours and values’

‘It is about real-world impact, otherwise it does not justify the costs’

‘You are not struggling for clients, so it is a great place to be.’

‘IFAs should build a technology network within their professional one’

‘Advice firms need to decide where they want to put their tech focus’

NextGen Planners has partnered with Michelle Hoskin

Comprised of nine tech stack ‘avengers’ from across the industry

‘People still call me a financial adviser when I am a coach’