NextGen was designed by planners for planners
When we started NextGen Planners it was important that we involved people who are actively involved in modern financial planning and have one eye on the future.
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”.
In addition to Adam and Rohan, the NextGen leadership team includes:
- Adam Owen, PFS board member and one of the most well-known and forward thinking financial services trainers in the UK.
- Charlene Young, currently a technical consultant with AJ Bell, having previously worked as a financial planner and paraplanner with IFA firms.
- Jonnie Whittle, Managing Director of a boutique financial planning firm in the North West.
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.