MS NextGen Ep 2: Bridging the Gap Between Mortgages and Wealth Planning with Evie Beaumont – Mortgage Strategy

MS NextGen Ep 2: Bridging the Gap Between Mortgages and Wealth Planning with Evie Beaumont – Mortgage Strategy

In this episode of the MS NextGen Podcast, Kimberly Dondo sits down with Evie Beaumont, Financial Advisor at Lincolnshire Independent Financial Advisers and a member of the MS NextGen Class of 2026.

MS NextGen is Mortgage Strategy’s flagship 12-month talent accelerator programme, created to identify, develop and support 30 promising professionals under the age of 30 in the UK mortgage and security sector.

Evie takes us through her multidisciplinary journey across the profession, sharing how her work experience as an associate planner and mortgage broker shaped her transition into holistic financial advice. She discusses the steep learning curve of entering direct client-facing advice, how behind-the-scenes technical knowledge provides an advantage in complex cases, and why bridging the gap between real estate finance and broader wealth planning is essential for clients today. Evie also reflects on her experience within the MS NextGen 30 Under 30 group and shares her advice for anyone considering applying to the program in 2027.

How to adjust

Watch the full video conversation below, or listen on the go via your audio player and all major podcast platforms.

Register your interest in the MS NextGen 2027 group.

Applications will open later in September 2026. Pre-register online now.

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