Julie Best

Insight Director

Julie Best is our Insight Director with 17 years’ experience in retail financial services. Julie joined the NextWealth team in 2019 having developed a depth of knowledge of the advice market as head of research at Incisive Media and previously Centaur Media.

Julie is passionate about understanding the DNA of financial planners, their firms and their strategies and is qualified in cognitive behavioural approaches and Socratic questioning techniques to get to the thinking behind the answers.

At NextWealth, Julie focuses on exploring the experiences of financial advice professionals to understand and interpret patterns and trends in our extensive market data and create actionable insights to help both our clients and research panellists adapt to what’s next for financial advice.