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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: September, 2024
ESG- Before It Was Cool with Julian Parrott 0
Sep 27, 2024

In this episode of That NextGen Planners Podcast we chat with the brilliant Julian Parrott from Ethical Futures. 

Here we go into detail about why ethical investing in important, what advisers should be paying attention to and how this space has evolved in recent years. 

Join our community: www.nextgenplanners.co.uk

Building an evidence-based business with Jonathon Jay 0
Sep 13, 2024

In this episode of That NextGen Planners Podcast, we chat with the awesome Jonathon Jay from Hoxton Wealth.

We chat about Hoxton's venture into the UK with Hoxton Wealth, the growth of evidence-based investing, what real financial planning is in Jonathon's opinion, and much more.

Join our community: www.nextgenplanners.co.uk

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