Designed by planners for planners

Originally founded by Adam Carolan and Rohan Sivajoti as a community for best practice for younger planners, the demand for content, training and other services meant that we formalised it into a proper business.

That meant looking for experts in their specialist area, whilst staying true to our belief that for financial planners to succeed in the modern era, they had to “be good or be gone”.

Adam Carolan

Co-founder of NextGen Planners. He’s also the managing director of Manchester-based financial planning firm Xentum.

Rohan Sivajoti

Co-founder of NextGen Planners and the director of Postcard Planning, a financial planning firm in Darlington.

Adam Owen

PFS board member and one of the most well-known and forward thinking financial services trainers in the UK.

Jo Little

Non-Executive Director of NextGen Planners and Director of Hertfordshire-based financial planning firm Emery Little.

We are always listening to the thoughts and ideas of people outside the profession as well as within it, and crucially other young professionals trying to carve out their own career. You’ll hear many of those people in our podcasts and speaking at our events, but most important are the ideas we share amongst ourselves.

That’s the real value of the community we’ve developed.

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.