IFAs relying more on corporate clients

clock

A survey highlights the growing importance of corporate clients to the IFA industry.

The findings from Cardif Pinnacle reveal that a large majority (70%) of respondents provide investment advice to limited companies, with 67% including corporate clients in their business growth plans.  One in three say corporate clients generate between 20-40% of their business income. The survey also sheds new light on the level of cash advice IFAs provide to corporate clients.  Of those providing cash advice, 82% recommend a range of deposit accounts, 38% life assurance bonds and 56% money market funds. However, when asked why they don't provide cash advice to corporate clients, 36...

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 Investment

Looking beyond the oil shock

Looking beyond the oil shock

'A few weeks ago, there was genuine reason for optimism'

Fahad Hassan
clock 27 July 2026 • 4 min read
What does a new PM and chancellor mean for investments?

What does a new PM and chancellor mean for investments?

'What is important is what happens over the long term'

Jasper Thornton Boelman
clock 23 July 2026 • 4 min read
SJP rebrands global equity income fund and reduces charges

SJP rebrands global equity income fund and reduces charges

Appoints Acadian as investment adviser

Patrick Brusnahan
clock 22 July 2026 • 1 min read