Helping financial institutions adapt to what’s next in wealth

About Us

NextWealth is a specialist research and consultancy dedicated to helping firm adapt to what’s next in wealth.

We have a genuine passion for wealth management and want to make the industry work better for financial advisers and consumers. We do this through unrivalled research, insight, consultancy and thought-leadership to help our clients thrive by turning ideas into action and change.

We are experts on the financial advice market, specially focusing on investment propositions and adviser tech.

Financial Adviser Tech:

  • Adviser tech stack, including back office systems, platforms, cash flow modelling, etc.
  • Key functionality of major providers
  • Likes and dislikes, based on over 1,700 reviews from financial advisers

Investment Propositions:

  • Discretionary managed model portfolios, assets on platform, assets by DFM, charges, profile of users
  • The rise of segregated mandates, or sub-advised, in retail
  • Portfolios for decumulation and retirement advice

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“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