NextGen Planners

NextGen Planners is a forward-thinking startup in the education and financial services industries, with a profound vision of empowering the financial planning community through expert training and community resources. Founded in 2016, their commitment to innovation and inclusivity sets them apart.

Their slogan, "We help Financial Service Pros grow and develop through expert training and community resources 🌱", embodies their mission to drive change in the financial planning profession by unearthing and addressing its most significant challenges.

NextGen Planners' strategic approach revolves around three core values. These include a focus on Quality Education to ensure equitable and inclusive learning opportunities for all financial planners, Industry, Innovation, and Infrastructure to promote sustainable systemization and innovation, and striving for Reduced Inequalities and diversity within the financial planning profession.

To realize their vision, NextGen Planners provides a range of valuable resources, such as a thriving community, their award-winning NextGen Planners Training Contract®, an accelerator program called Blast Off, a coaching program for future leaders, and the innovative growth platform, Advice Stack.

Their recent Equity Crowdfunding investment of £234.16K on 01 December 2022 reflects the confidence investors have in their unique approach. NextGen Planners' dedication to driving positive change and empowering financial planners makes them a compelling prospect in the startup landscape.