In Focus: Future Talent  

My journey from Royal Marines commando to financial planner

With many months before I could actually commit to a future employer, I thought it would be useful to seek advice from financial planners that had previously transitioned from the military.

From this community, I was able to understand training assistance options. My aim is to be qualified before leaving the service, hopefully setting me up for success and securing a role. 

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This led me to NextGen Planners. NextGen Planners are a fantastic fit for me, the training they have provided for R05 (and currently R02) has been extremely helpful.

Their engaging delivery of lessons, on hand advice and mock tests is invaluable. It has also provided me a community of like-minded financial planners, who support people at all stages of their careers.

At a recent South West event they held, I was made to feel incredibly welcome by a group of professionals I had never met – a wonderful introduction to the people within my future profession.

I now enter the final few months of service and my attention shifts more and more towards my next career with greater focus on potential job roles.

I have been fortunate to have had such a great career to date, proud to have worked with so many great men and women in our services.

I now look to my future and see a new path with new inspiring leaders, which brings me hope of exciting opportunities to come.  

Carl Naudo is a financial planner in training