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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: July, 2024
Jul 19, 2024

In this episode of That NextGen Planners Podcast hosts Amelia, Taylor and Clara chat with Sarah Elson co-founder of Berry and Oak. 

Here they dive into detail about; whether awards are fair, what awards should exist and some tips for winning. 

Join our community: www.nextgenplanners.co.uk

Jul 5, 2024

In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts. 

First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it. 

Join our community: www.nextgenplanners.co.uk

Jul 5, 2024

In this double release for the new That NextGen Planners Podcast we meet our other brilliant co-host Clara Metcalfe

Amelia and Taylor chat to Clara about who she is, what she does and why she does it. 

Join our community: www.nextgenplanners.co.uk

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