“NextWealth delivered high quality research in a complex area at very short notice. Heather’s knowledge of the sector, her can do attitude and intuitive understanding of our needs were notable. A first class job!”

– Simon J Farrant, Head of Proposition, FundsNetwork

“Undertaking a survey of nearly 160 advisers was a daunting task for us. We didn’t know where to begin, or what questions to ask, and partners never seemed to follow through when we had undertaken this sort of the thing in the past.

Heather and NextWealth did everything – with almost no time or effort for us. The best part was that I could completely trust them to produce a comprehensive set of meaningful results. Their format provides us with the confidence to implement new techniques immediately, with real insight into where we are as a business and where we need to focus our efforts going forward.”

– Tim Sargisson, CEO, Sandringham Financial Partners