Our podcast, NextWealth Insights, is back for its sixth season!

Throughout the season, Heather, Emma and Chanelle, will reflect on the key sessions from our annual March conference, NextWealth Live. Together, they’ll revisit the talks, explore the major themes that emerged, and share their perspectives on what these insights could mean for the future.

Episode 3: Insights from the Next Advice Panel at NextWealth Live 2025

In this episode, Emma and Chanelle dive into the key takeaways and share their reflections on the “Next Advice” panel from NextWealth Live 2025, held in March. They discuss standout moments, expert insights, and what it all means for the future of financial advice.

Featured panelists:

• Mark Butterworth, COO, Lathe & Co Wealth Advisers

• Andrew Wealthall, COO, Lifetime Financial Management

• Lucy Whitehead, CCO, Kingswood Group

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