NextWealth Advice Tech Live
Proudly Supported By
CEO, P1 Investment Management
Chief Client Officer, Succession Wealth
Chartered Financial Planner, LIFT-Financial
One system for all your financial planning needs.
Award-winning financial services technology company trusted by 20% of UK financial advisers.
Powering Financial Wellness through data, intelligence and actionable alerts
Custody and investment tech to help you run your own platform
NextWealth is dedicated to helping firms adapt to what’s next in wealth.