Welcome to NextGen Planners

Empowering the future of financial planning 🚀

About Us

Our vision is to become the UK’s most widely recognised, and best-loved, membership organisation focused on supporting the financial planning community in building profession defining, client-focused businesses and awesome career pathways.

Why You Should Join Us

The greatest thing about NextGen Planners is our community. 

Our members support each other and offer help and support daily through our member social network.

Here is what some of our members say about NextGen Planners:

"Absolutely great day (at the conference), so much to think about and to put into action. Great group of people, all so helpful and giving of time and effort. I have benefited so much from this group." 

Clemence Chatelin 

"I would have been lost without NextGen Planners. I have learned so much from this fantastic community. It has had a hugely positive effect on my business and the quality of planning we provide our clients.” 

Tom Orchard

"I think it’s completely fair to say that finding NextGen Planners has changed the course of my career and my life. Through this brilliant organisation I’ve not only found a new path, but made friends, been inspired and continually challenged to keep improving. If you are not a member, you should be."

Marcus Farnfield

How to Join

By joining NextGen Planners you will be contributing to the development of this awesome community and shaping the future of the profession. 

We are currently beta testing the platform and migrating our existing members over. 

Not A Member Yet?

If you have not yet joined NextGen Planners yet, please click on the big button below and set up your membership. We will then be able to grant your access to the network.

Already a member?

Welcome home.

All you need to do is click on the 'Sign In' button at the top of the page and sign in with your email address and password.