Reviews of NextGen Planners. (Financial Consultant) in Newcastle upon Tyne (Tyne and Wear).

NextGen Planners

30 Reviews

30 Comments

Financial Consultant

Professional and hobby associations

Description

Information of NextGen Planners, Financial Consultant in Newcastle upon Tyne (Tyne and Wear)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of NextGen Planners

Reviews of NextGen Planners

C. M.

Couldn't recommend NextGen more. The community is full of amazing people in all different stages of their careers and in differing roles that all contribute to what makes the Financial Planning world great. It's nice to be part of a community that is forward thinking, open minded, helpful, caring and honestly strive to make the industry better in any way they can. I've already learnt a lot from this wonderful bunch of people and am really pleased to see that those involved in developing this group are continuing to find ways to help us to engage with each other and grow together!

C.

NextGen is a fantastic community with the mission of driving the Financial Planning profession forward. With being relatively new in the profession, starting straight in the deep end as a self-employed Independent Financial Adviser, NextGen has been invaluable in developing my knowledge of holistic financial planning whether it be the sound guidance provided by the members or their excellent CPD/webinars that have been produced. Would highly recommend to anyone in the financial planning profession wanting to develop themselves & their business with a key focus on client centred approach!

M. R.

I have been a member of NextGen Planners for a number of years now and attended the inaugural Scotland Round Table meet up. Joining is quite simply one of the very best things I have done to advance my career and improve the business I work in through sharing ideas and best practice with fellow members. Being part of a community full of like minded individuals who have the common goal of improving themselves, their businesses and most importantly the profession has been invaluable and something I recommend any young person entering the world of financial planning to do any chance I have.

F. M.

If you’re aspiring to be the best Financial Planner you can, then you need to be a member of this community! A really friendly cohort of individuals, from those just starting out in the profession to others who are more long in the tooth. They also have great discounts on offer which mean you quickly can recoup the cost of joining!

J. S.

The personal support I've had from NextGen has been second to none. On top of that add excellent teaching sessions, insightful workshops, tons of CPD and invaluable wisdom from other planners from all walks of life. I am without a doubt a better financial planner from being part of the NextGen community.

C. C.

Where to start!? I wouldn't be where I am today without Next Gen Planners. An outstanding community full of amazing people in the Financial Planning Profession. The support from everyone is incredible. I'm yet to meet anyone in person but am looking forward to connecting with as many as I can over the coming years. Couldn't recommend highly enough! If you are in anyway linked to the profession and you want to be the best that you can be, then join us as soon as possible!

T. K.

NextGen is a great community of like minded individuals all trying to improve the quality of financial planning and advice given. I have been a member for a couple of years and really enjoy the content and interactions. Would definitely recommend joining for those in the industry!

I. S.

NextGen Planners is a financial planning renaissance community - inclusive, innovative, friendly, forward-thinking, open-minded and truly cares about the fantastic profession's future. NextGen Planners embraces people who are genuinely interested in happy, purposeful and fulfilled lives for themselves and their clients. Come and check it out!

t. b.

I joined NextGen as a sole adviser running my business to help me gain a network of like minded people. The support I've had from NextGen has been outstanding. The network/group is contributed to by some of the most amazing and aspirational individuals and I am proud to be a member. Nextgen has helped me run my advice business without a doubt, continue my CPD programme and connect with a host of interesting individuals. Thank you!!

W. C.

An excellent community for financial planners. I also thoroughly enjoyed their Training Contract course, which was full of useful modules, exam support and 1-2-1 tutoring, as well as a friendly study group.

E. P.

Next Gen Planners has everything! Podcasts, webinars, training, CPD, new friends, socials (zoom and F2F - when allowed). If you are a working in Financial Planning - business owner, self employed, employed, planner, paraplanner, administrator with ambition - you have to join, you just have to. The membership of this group represents the very best of the financial planning profession. Join or be left behind!

A. W.

Adam and the team at NextGen have provided a great service in educating our latest two trainee Financial Planners (IFA’s). The support provided to Darren and Rob was superb and the extra care helping Darren through the exams whilst coping with his dyslexia was tremendous. He and I are so grateful! I will certainly be using them again for future recruits.

T. K.

An amazing community of professionals from all walks of the industry that are willing to give their time and expertise to help push our industry forward. From insightful podcasts, helpful webinars and even a exam preparation course, being a member is worth every penny and I wish I’d have joined years ago.

P. G.

A fantastic community of like minded individuals within the world of financial planning! A great resource for learning, evolving and developing. The training contract has been invaluable to me for professional qualifications. Cannot recommend it more highly!

T. P.

Nextgen is a community of people that are truly lovely, you may never have met them, may never meet them face to face but if you called any member it would feel like you’ve known them for a lifetime. Nextgen has helped me to develop into the planner I am today and continues to motivate me to be better every day. Our practices have changed for the better as a result of shared ideas. Finally, the training content, friendships and overall package delivered by Nextgen is second to none! Could not recommend more highly

M. P.

NextGen is a great community, full of people who are eager to help each other. It is a great resource for financial planners.

D. A.

A gathering of forward thinking encouraging professionals who want to grow together to provide the best financial planning to their clients. A pleasure to be involved

G. H.

Brilliant community of likeminded planners, paraplanners and those involved in financial planning in various roles. It really is a vibrant, enthusiastic, diverse and fun community to be involved with. There’s nothing else like it in the profession. Highly recommended...I guarantee you won’t be disappointed!

C. W.

It's the best £15 I spend a month! I get absolutely loads of content, ideas and inspiration,. I dragged my heels about joining for months and only wish I had done it sooner!

K. E.

An utterly fantastic group of people!! It wouldn't be an exaggeration to say they have played an integral part in my career change and the support and encouragement of the whole community continues to be amazing!!!!

J. W.

A community of people for sharing and learning from and with each other! Helping drive both individuals and the profession forwards through learning and development.

L. K.

A brilliant community of innovative and encouraging financial advisers who are all there to help each other and grow each others skills and businesses. A great place to be a part of - thank you

M. H.

I love being part of this energetic, forward thinking and inclusive community! Very highly recommended for all Financial Planners.

C. P.

I couldn’t recommend NextGen Planners more. The support and encouragement you receive is amazing. The best community!

I. R.

A great community of like minded financial planners supporting each other, sharing ideas and helping people develop themselves and their businesses.

S. K.

Love being a part of this wonderful group. The support is fantastic and the volume of resources being made available is superb.

L. J.

Fantastic community with lovely people and great inititives for learning and building your business! Highly recommended!

M. R.

A great community and a ton of useful resources for those working in Financial Planning

D. M.

Awesome network of planners and just a great community

M. H.

A brilliant community and L&D provider for financial planners.

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