One week to go! 📢 Exactly this time next Tuesday, we’ll be hosting our annual conference - NextWealth Live 2025! 🎉 We’re delighted to be returning to the Royal Institution, welcoming all our guests, and diving into insightful discussions with our spectacular lineup of speakers. Not long to go, see you there! #NextWealthLive2025 #WealthManagement #FinancialAdvice #FutureOfFinance #FinanceConference
NextWealth
Research Services
London, London 2,874 followers
NextWealth is a specialist research and consulting business dedicated to helping firms adapt to what’s next in wealth.
About us
At NextWealth, we help firms see what’s next in wealth through our specialist insight and research, so that they can exploit the trends for their business benefits. More about us: NextWealth is a research and consulting business dedicated to helping firms adapt to what’s next in wealth. At NextWealth, we have a genuine passion for wealth management and strive to make the industry work better for advisers and customers. Our unrivaled data research and deep market understanding delivers innovation, improved propositions and value throughout the market. With a specialty in the financial advice market, including all those who interact, sell or provide services to advisers, we don’t believe in data being collected for data’s sake but instead the use of data, trends and feedback from our research groups to work with our clients to turn ideas into action and change. We work with the UK's leading asset managers, life companies, platforms and financial advice businesses. We host events, publish research and offer consultancy services. NextWealth has a strong reputation with respected leaders in Heather Hopkins, Peter Mann and Clive Waller and we're moving into an exciting phase growth for the business.
- Website
-
http://www.nextwealth.co.uk
External link for NextWealth
- Industry
- Research Services
- Company size
- 2-10 employees
- Headquarters
- London, London
- Type
- Privately Held
- Founded
- 2017
Locations
-
Primary
Get directions
1 Poultry,
NextWealth
London, London EC2R 8EN, GB
Employees at NextWealth
Updates
-
"Women place a higher value on the advice they get from their financial adviser than men" – a thought provoking blog by Heather Hopkins. As we approach International Women’s Day on Saturday, 8th March, we explore the growing financial power shift and what it means for the future of financial advice. 📖 Read more, click the link below! ⬇️ #NextWealthInsights #InternationalWomensDay #FinancialAdvice #WealthManagement #WomenAndFinance #FinancialPlanning
-
-
Coming Soon: Fee Benchmarking Report 2024 We’re gearing up to publish our annual Fee Benchmarking Report in the coming weeks! This report will provide: 📊 Benchmark figures for adviser fees 📈 Key industry charging trends 📅 Historical data & insights 🎯 A focus on value drivers in the client journey Be the first to access a sample of the report! Pre-register now, link below ⬇️ #NextWealthInsights #FeeBenchmarking #FinancialAdvice #WealthManagement #AdviserFees #IndustryTrends
-
Are financial advisers missing a trick when it comes to women's wealth? Our MD, Heather Hopkins, wrote an article evidencing that women who get advice rate it as delivering more value than men. While we often hear that not enough women are investing, those that do, give top ratings to the support they get form their adviser. #internationalwomensday #iwd https://lnkd.in/epN3zHEN
-
We’re delighted to welcome Miranda Seath to NextWealth Live in just a couple of weeks! Miranda will be joining the Shape of Future Flows session, bringing valuable insights to the discussion. ⏳ Final tickets remaining! Don’t miss out, secure yours now before we sell out! 📩 Get your ticket today, link in the comments! ⬇️ #NextWealthLive #WealthManagement #FinancialAdvice #FutureOfFinance #Future #Flows
-
-
New Blog Alert! 📢 Check out our latest blog by Emma Napier: “Getting to Grips with the FCA’s Latest Review on Ongoing Advice: What It Means for Advisers.” Emma Napier shares her insights on the FCA’s latest findings after reviewing ongoing advice at 22 large advice firms. 📖 Read the full blog, link in the comments! ⬇️
Financial Services aficionado - Advice l Distribution l Technology l Platforms and everything in between
On Monday this week, many of us woke up to news many have been waiting for. What did the FCA find when it took a dive into 22 large advice firms’ ongoing advice. Here is my collection of thoughts (link in comments) 🧐 #biggerpicture. Does anyone else have a view - Im all ears? 👂 NextWealth
-
We’re thrilled to introduce our Next Advice Panel for NextWealth Live on 18th March, chaired by Emma Napier. 📢 Panelists: ✅ Mark Butterworth (Chartered Financial Planner, FPFS) ✅ Andy Wealthall ✅ Lucy Whitehead Final tickets remaining! We’re almost sold out⏳ Run, don’t walk to secure yours now! 💨 📩 Grab your ticket today (link in the comments) ⬇️ #NextWealthLive #WealthManagement #FinancialAdvice #FinancialPlanning #AdvicePanel
-
-
NextWealth reposted this
For those of you attending #NextWealthLive on 18 March, you are in for a treat! I've been doing calls this week with some of our amazing speakers. Wow! We have a fantastic line-up and I can't wait. less than a month to go now... If you haven't got your tickets, get your skates on. We have less than 20 left... #reimagine #WealthManagement #FinancialAdvisers #conference NextWealth
-
We’re delighted to welcome Helen Lovett at Foster Denovo to NextWealth Live on 18th March. Helen Lovett will be taking part in our Wealth Tech Case Studies session! ⏳ The countdown is on, just a few weeks to go, and tickets are running out fast! 📩 Secure your spot now, link in the comments! ⬇️ #NextWealthLive #Wealth #Tech #Casestudies #Reimagine #WealthManagement
-
-
⏳ One Month to Go! NextWealth Live is just around the corner! Join Anthony Carty and Emma Watkins as they take part in an Oxford-style debate: 🗣️ "This house believes: The future of retirement advice is income drawdown." We now have a limited number of tickets left, so if you haven't already, grab yours now 💨 Link in the comments! ⬇️ #NextWealthLive #RetirementAdvice #IncomeDrawdown #WealthManagement #FinancialAdvisers #Debate
-