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

Who really owns the digital client relationship? From ownership to orchestration

Who really owns the digital client relationship? From ownership to orchestration

The battle for the digital layer

Tessa Lee
clock 23 February 2026 • 5 min read
Why more financial advisers should post on TikTok

Why more financial advisers should post on TikTok

‘In 2026, financial advisers should take another look at TikTok’

Joe Jordan
clock 23 February 2026 • 4 min read
Treasury's AR consultation: Extending the FOS' scope a 'concern'

Treasury's AR consultation: Extending the FOS' scope a 'concern'

‘FOS needs to be overhauled as it is’

Isabel Baxter
clock 19 February 2026 • 4 min read