Ciao.

I'm Dan.

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I'm the Chief Designer around here.
 
We want to bring marketing for financial planners into the 21st Century. The days are over of simply relying on recommendations and referrals.

Our mission is to help you market your business in a modern way, communicate effectively with your clients, and bring in more customers. 

and we're supported by these lot...

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Adam Owen

NextGen Planners

Adam is our Head of Content and is in charge of providing training and development for docVinci. If we're cracking on with a wild idea, it is likely to have come from him.

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Rohan Sivajoti

NextGen Planners

Rohan is our Head of Innovation and it is his role to make sure we keep moving forward and achieving our mission.

Clare Delaney

Clare Delaney

NextGen Planners

Clare is our Head of Operations and keeps things running very smoothly around here. Delaney's the name, Processes are her game. 

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Adam Carolan

NextGen Planners

Adam is our Head of Strategy. It is his job to keep us on track and make sure the decisions that we make help us achieve our mission.

Jo Little

Jo Little

Emery Little & Eelah

Jo is our Non-Executive Director. She helps to provide an objective viewpoint on everything that we do to ensure that we stay on course.