Heather Hopkins has had an unparalleled view of the rapidly-evolving advice sector in the UK over the past seven years, during a period when “everything has changed”.
After working in the sector for a number of years - including most recently as head of Platforum - she launched consultancy NextWealth in February 2018 to view the market through the lens of financial advisers, which she identified as an under-researched part of the industry. The firm helps individuals and organisations with a stake in the future of financial advice understand what is next in wealth, with customers including platforms, asset managers, life companies, technology companies and financial advice businesses. Reflecting on the past seven years, Hopkins highlights a huge am...
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