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.




January 2017

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

December 2017

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

NextGen Planners migrated away from just a Facebook group and reached over 100 members!

January 2018

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

October 2018

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


March 2019

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

October 2019

Our first University Bootcamp took place at Manchester Metropolitan University.

October 2019

We had our third annual conference with over 180 delegates.

January 2019

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


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

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

March 2020

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

January 2020

February 2020

June 2020

We hosted our 24 hour global commute and our virtual 5-day #NEXTGEN20 conference took place.

We launched our first accelerator programme called Blast Off, helping fledgling businesses get going.

October 2020


June 2021

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

August 2021

We won 'Best Event' at the IMIA 2021, and also our Head of Content Adam Owen won the 'Thrive' Award at Evolution

October 2021

Our new business accelerator, Advice Stack, is launched to help financial planning firms grow and scale their businesses.

November 2021

We welcome design agency docVinci into the NextGen Planners family to help bring financial services into the 21st century.

May 2021

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


May 2022

Our third virtual global conference, with speakers from all around the world who have been through our training.

June 2022

Our MEGA Conference in Manchester underneath the Concorde, with over 250 attendees.

June 2022

We won 'Best Support Service' at the PA Awards for the third time in a row.

What's next? 🚀 

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 full of magic

Muna is our NextGen Planners sidekick and is in charge of keeping Dan on his toes. Often seen with a Yak Bone in one paw and a tennis ball in another.

Our awards: