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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We’re passionate about what we do


Syndicated and bespoke research, consultancy and thought leadership content

Our Team

Find out more about the NextWealth


Links to events we are speaking at and information on our own events


“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” Craig Fazzini-Jones

COO, Canada Life UK

“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

The Periodic Table of
Financial Planning

The essential elements of financial planning
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