‘Financial planning is for every week’
Attracting new clients high priority for firms
Entrenched barriers, not lack of financial confidence to blame
April – December 2025 saw Treasury net £6.6bn from estates
Figures for the three months ended 31 December 2025
Latest IFA research from Fidelity
Last two Budgets have ‘caused a lot of uncertainty, a lot of disruption’
Funds under management/advice now top £20bn
Backing from Beechbrook Capital
Finance Secretary Shona Robison delivers 2026/27 Budget speech