Company Tagline
Supercharging the world of financial planning ⚡️
Industry Category
Business Keywords
Company Description
Plannex ® (formerly NextGen Planners) is dedicated to supercharging the world of financial planning. Plannex empowers financial planners and firms to grow with confidence through industry-leading training, business support, a vibrant community, and inspiring live events. Located in Manchester, GB, Plannex provides professionals the tools and resources they need to sharpen their skills, accelerate their qualifications, and build stronger firms.
Through Plannex Connect, Plannex Training, Plannex Scale, and Plannex Live, Plannex ensures that financial professionals stay connected to what’s happening across the profession. Whether seeking to pass the next exam, strengthen business foundations, or join a supportive network, Plannex offers comprehensive solutions designed for thriving careers.
Plannex is committed to the success of financial planners and firms. We invite the manager of Plannex ® (formerly NextGen Planners) to create a customized and exclusive company showcase and product listing on our platform, to further enhance your market presence and connect with a broader audience.
Key Personnel / Employees
Compare Companies Side by Side
Compare Plannex ® (formerly NextGen Planners) with 3 companies in Financial-Services
| Comparison Field |
Plannex ® (formerly NextG...Main Company |
Optimize Financial G...View Profile |
Wilcox Day Wealth Ma...View Profile |
LifetimeView Profile |
|---|---|---|---|---|
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Founded Year
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— | 2009 | 1999 | |
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Company Size
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— | 201-500 | 2-10 | 51-200 |
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City
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Toronto, Ontario | Fleet, Hampshire | Barnsley, South Yorkshire | |
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Country
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Canada | United Kingdom | United Kingdom | |
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Skills & Keywords
Comparing with main company
|
19 Total Skills
Financial Planning
Financial Training
Financial Services
Financial Firms
Financial Planner
Financial Advisor
Business Support
NextGen
Financial Planner Training
Financial Adviser Training
Financial Planning Business
Financial Planner Podcast
Financial Planner Community
Financial Advisers
Financial Planning Exams
Financial Planning Community
Financial Advice
Financial Adviser Support
Financial Planners
|
13 Total
13 Unique
Unique Skills:
Debt Management
Education Savings
Executive & Business Services
Insurance
Investment Management
Investments
+7
|
19 Total
19 Unique
Unique Skills:
Business Protection
Contractors
Employee benefits
Financial Education
Financial Wellbeing
Income Protection
+13
|
14 Total
14 Unique
Unique Skills:
Corporate
Customer service
Digital Coach
Employee benefit
Estate planning
Financial education
+8
|
4
Total Companies1999
Oldest Founded2
Countries61
Unique SkillsSimilar Companies
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Alternative Company Names
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