Welcome to NextGen Planners
Our vision
Our vision is to become the UK’s most widely recognised, and best-loved, membership organisation focused on supporting the financial planning community in building profession defining, client-focused businesses and awesome career pathways.
Our values
Quality Education
Ensure inclusive and equitable quality education and promote lifelong learning opportunities for all.
Industry, Innovation and Infrastructure
Build resilient infrastructure, promote inclusive and sustainable systemisation and foster innovation.
Reduced Inequalities
Reduce inequalities within and among the profession
Our Members
The greatest thing about NextGen Planners is our community. Our members support each other and offer help and support daily through our member forum.
Here is what some of our members say about NextGen Planners:
I think it’s completely fair to say that finding NextGen Planners has changed the course of my career and my life. Through this brilliant organisation I’ve not only found a new path, but made friends, been inspired and continually challenged to keep improving. If you are not a member, you should be.
NextGen Planners have become a huge part of my life. The Slack group is one of the apps I enjoy opening the most. Each day I learn something new and having an army of enthusiastic professionals to draw wisdom from is invaluable to the development of me and my business.
Absolutely great day (at the conference), so much to think about and to put into action. Great group of people, all so helpful and giving of time and effort. I have benefited so much from this group."
I would have been lost without NextGen Planners. I have learned so much from this fantastic community. It has had a hugely positive effect on my business and the quality of planning we provide our clients.”
Episode 84 - Concierge Services with Katie Moss
In this episode, Rohan spoke to Katie Moss, who is the Managing Director of Otium Concierge.
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Become a Member
CPD in a Box, A discount on the annual conference, NextGen Premium content & much more
Get in touch
If you have questions, queries or would like to make a suggestions, please don't hesitate to get in touch with us.
