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Adam Owen
Director at Nextgen Planners
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Work Experience
Director
Jun 2017 - Present · 7 years and 6 months
Chief Membership Officer
Aug 2024 - Present · 4 months
Coventry University
Advisory Board Member
Mar 2024 - Present · 9 months
Company Details
2-10 Employees
We do things differently here ✨ Our vision is to empower the financial planning community to turbo-charge world class, inclusive, innovative and collaborative people and businesses 🚀 We do this by unearthing and untangling the biggest challenges in financial planning that prevent people and businesses from being world class. Our values are: - Quality Education 🧑🎓: Ensure inclusive and equitable quality education and promote lifelong learning opportunities for all financial planners. - Industry, Innovation and Infrastructure💡: Build resilient infrastructure, promote inclusive and sustainable systemisation and foster innovation in financial planning. - Reduced Inequalities 🤝: Reduce inequalities within and among the financial planning profession and actively strive for diversity and inclusion. To achieve our mission, we help financial planners with the following: 👍 The Community: A thriving, engaged community of financial service heroes that help each other grow and develop every day, alongside tons of valuable content and resources. 🎓 The NextGen Planners Training Contract®: Our award-winning training and development program helping financial planning business owners to grow and develop their team members through exam support and more. 🚀 Blast Off: An accelerator program that helps financial planners grow and develop their own businesses and become successful entrepreneurs. 🙌 Future Leaders: A coaching program that builds future leaders in financial planning businesses and empowers them with the tools they need to lead. ⚡️ Advice Stack: Our innovative growth platform which helps financial planning business owners to grow and scale their businesses. Our profession can't wait for change. We empower financial planners to be the change 🔥
Year Founded
2016
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
Manchester, GB
Keywords
Financial PlanningFinancial Adviser TrainingFinancial Planning CommunityFinancial PlannersFinancial AdvisersFinancial AdviceNextGenFinancial Planner TrainingFinancial Planning BusinessFinancial Planner Podcast
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