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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Jul 21, 2023

In this episode Amelia talked to Adam Prestwood, Operations Director at P1 Investment Management. 

Here they discussed, the frustrations planners have with platforms, where the client fits in and what the platform space might look like in the future. 

Join our community: www.nextgenplanners.co.uk

 

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