NextGen Planners
Clare Delaney currently serves as Head of Operations at NextGen Planners, a role held since April 2021. Prior to this position, Clare Delaney was the Risk & Regulation Director at TWP Wealth Ltd from September 1998 until April 2019, accumulating extensive experience in operations and regulatory compliance throughout a distinguished career in the financial sector.
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NextGen Planners
NextGen Planners Tech Stack is a fully integrated back office system and training that centralizes all of your processes. A back office solution for financial planning that comes pre-loaded with the financial planning process and workflows.