NextGen Planners

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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.

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Adam Carolan

Chief Executive Officer

Adam Carolan

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Adam Owen

Director and Head of Content

Clare Delaney

Head Of Operations

Dan Graham

Head of Marketing

Gretchen Betts

Non Executive Director

Jo Little

Non Executive Director

Rohan Sivajoti

Director & Head Of Innovation

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