Co-founder of NextGen Planners. He’s also the managing director of Manchester-based financial planning firm Xentum.
Co-founder of NextGen Planners and the director of Postcard Planning, a financial planning firm in Darlington.
PFS board member and one of the most well-known and forward thinking financial services trainers in the UK.
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.
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