MS NextGen Ep 2: Bridging mortgages and wealth planning with Evie Beaumont – Mortgage Strategy
In this episode of the MS NextGen Podcast, Kimberley Dondo sits down with Evie Beaumont, Financial Adviser at Lincolnshire Independent Financial Advisers and a member of the MS NextGen Class of 2026.
The MS NextGen programme is Mortgage Strategy’s flagship 12-month talent accelerator, created to identify, develop, and champion 30 of the most promising professionals under 30 across the UK mortgage and protection sector.
Evie takes us through her multi-disciplined journey across the profession, sharing how hands-on experience as a paraplanner and mortgage broker shaped her transition into holistic financial advice. She discusses the steep learning curve of stepping into direct, client-facing advice, how technical behind-the-scenes knowledge provides an edge with complex cases, and why bridging the gap between property finance and wider wealth planning is essential for clients today. Evie also reflects on her experience within the MS NextGen 30 Under 30 cohort and shares her advice for anyone considering putting themselves forward for the 2027 intake.
How to Tune In
Watch the full video conversation below, or listen on the go via the audio player and all major podcast platforms.
Register your interest for the MS NextGen 2027 cohort.
Application opens later in September 2026. Pre-register online now.
