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

Please subscribe to our newsletter and get in touch for more information.

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

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” Craig Fazzini-Jones

COO, Canada Life UK

“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” Simon J Farrant

Head of Proposition, FundsNetwork

“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” Tim Sargisson

CEO, Sandringham Financial Partners

The Periodic Table of
Financial Planning


The essential elements of financial planning
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