Hybrid advice models to tackle lack of investor confidence

Number of firms in the hybrid space expected to grow near-term

Julia Bahr explores the growing world of hybrid advice and outlines why it fits people that lack investment confidence...

There are 9.2 million people in the UK who own some form of long-term saving or investments but are not receiving financial advice due to lack of confidence in their investment knowledge, according to a research report published by Boring Money earlier this year. BestInvest managing director Jason Holland said this was a target market hybrid services could help by supporting clients in an accessible way through the use of technology combined with someone knowledgeable and helpful. "There are people who do not seek out traditional face-to-face advice, either because of the perceived co...

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

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

David Kennedy is currently serving an eight-year prison sentence

Sahar Nazir
clock 22 December 2025 • 1 min read
Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Business development exec Lawrence Patrick joined charity The Mehiel Foundation

Professional Adviser
clock 19 December 2025 • 1 min read
Why human connection remains central in a digitally enabled advice sector

Why human connection remains central in a digitally enabled advice sector

'It is clear that the sector is moving through a significant period of transformation'

Tim Riseborough
clock 17 December 2025 • 3 min read