Our Community's Journey:


Years ago...

The financial planning profession was missing a community of forward-thinking, innovative financial planners who shared ideas and best practice with their peers.


NextGen Planners was born.

October 2016

We Launched the first ever Communication Skills Program for financial planners.

January 2017

The first NextGen Planners Conference took place in Manchester with over 130 delegates.

December 2017

NextGen Planners migrated off Facebook and reached over 100 members!

Our extensive CPD in a Box feature was launched, exclusive to NextGen Planners members.

January 2018

We held our second annual conference with just under 200 financial services professionals in attendance.

October 2018

We launched the NextGen Planners Training Contract ® and our first cohort got underway.

January 2019

Our first University Bootcamp took place at Manchester Metropolitan University. Each undergraduate who attended got offered an interview from our partner employers.

March 2019

We had our third annual conference with over 180 delegates.


Our community continues to grow.

October 2019

The Speaker & Influencer Programme began, with our #NEXTGEN20 speakers going through a rigorous programme on public speaking.

January 2020

The Future Leaders Programme launches with our first cohort of 10 financial planners who will one day be the leaders of the profession.

February 2020

Our radio show The Morning Commute was launched for 3 months during lockdown to keep spirits high during Covid-19.

March 2020

We hosted our 24 hour global commute and our virtual 5-day #NEXTGEN20 conference took place with 30 young speakers who had taken part in our Speaker & Influencer Programme.

June 2020

We launched our first accelerator programme called Blast Off, designed for 10 financial planners and entrepreneurs who had recently launched their own firms.

October 2020

Our second virtual conference, but this time with a global outlook. Over 100 speakers from four different continents over the course of 3 days.

June 2021

The next phase...

October 2019

We won 'Best Support Service for Advisers' at the Professional Adviser New Talent Awards 2020

We won Best Support Service for Advisers - External at the Professional Adviser Awards 2021.

May 2021

We won 'Best Event' at the Investment Marketing and Innovation Awards 2021, and also our Head of Content Adam Owen won the 'Thrive' Award at The Verve Awards 2021

August 2021

About Our Team:

Adam Owen.png

Adam Owen

Director & Head of Content

Adam's main role is designing and producing content for financial planners in our community and on our various programmes. He is the former President of the PFS and is also a consultant at Financial Planner Vision.

Rohan Sivajoti

Rohan Sivajoti

Director & Head of Innovation

Rohan is the Blast Off Programme Lead and is in charge of bringing fresh and new ideas to the NextGen Planners Programme Range.

Clare Delaney

Clare Delaney

Head of Operations

Clare is in charge of all of our internal processes and makes sure that things run smoothly around here. She has worked in financial services for over 20 years in various different roles.

Adam Carolan.png

Adam Carolan

Director & Head of Strategy

Adam is our Head of Strategy and has the responsibility of ensuring that our strategy remains robust and modern.

Dan Graham

Dan Graham

Head of Community Experience

Dan's main role is to make sure that every member of our community is engaged and has everything they need. He's also in charge of our marketing and runs our sister company, docVinci. 

Jo Little.png

Jo Little

Non-Executive Director

Jo is our Non-Executive Director and is responsible for bringing an objective and fresh viewpoint to all of our decisions. 



Head of Digging

Muna is our NextGen Planners sidekick and is in charge of keeping Dan on his toes.

Our awards:

Award Winners