Helping financial institutions adapt to what’s next in wealth
About Us
At NextWealth we help firms thrive amid disruption. We help our customers adapt to what’s next in wealth.
We offer research, consultancy and thought leadership content on trends in retail investing with a particular focus on the financial advice market. Our main areas of focus include:
- The rise of segregated mandates, or sub-advised, in retail
- Retirement advice
- The adviser tech stack, including back office systems, platforms, cash flow modelling, etc.
- Bespoke reports on investment propositions, technology and innovation and investor engagement
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Contact us: enquiries@nextwealth.co.uk
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We’re passionate about what we do
Services
Syndicated and bespoke research, consultancy and thought leadership content
Our Team
Find out more about the NextWealth
team
team
Events
Links to events we are speaking at and information on our own events
Testimonials
“Heather and NextWealth delivered an informative and engaging workshop for my senior team. Heather offered opinions and views based on facts and data giving us the confidence to make important strategic decisions based on her insights”
“Heather and NextWealth delivered an informative and engaging workshop for my senior team. Heather offered opinions and views based on facts and data giving us the confidence to make important strategic decisions based on her insights”
“Heather and NextWealth delivered an informative and engaging workshop for my senior team. Heather offered opinions and views based on facts and data giving us the confidence to make important strategic decisions based on her insights”
The Periodic Table of
Financial Planning
The essential elements of financial planning
