Top tips on finding a niche

How to stand out in an overcrowded market

clock

Maria Merricks on how to stand out in an overcrowded market.

Finding and targeting a niche is a great way of getting your firm noticed. Becoming the expert in a field boosts profile, improves efficiency and ensures a steady stream of clients. And as the pressures of RDR continue to affect the industry, you should be doing everything in your power to stand out from the crowd. Peter Dunn, director of Heritage Financial Advisers, says having a specialism makes him part of a community where referrals are rife. Focusing on financial planning for the dental profession, Dunn says 95 per cent of his business comes in the form of referrals from close links...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The five-minute complaint and the five-day investigation

The five-minute complaint and the five-day investigation

GSI Group CEO on complaints, AI and the latest set of FOS reforms

Mark Buck
clock 12 August 2026 • 5 min read
Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin
clock 12 August 2026 • 4 min read
New Talent Alliance launches financial advice careers guide

New Talent Alliance launches financial advice careers guide

Designed to attract new entrants into the profession

Sophia Panayi
clock 11 August 2026 • 2 min read