Advice firms 'in excellent health', confident, and growing client books

Dynamic Planner cites a ‘mood of confidence’ across the industry

Hope William-Smith
clock • 1 min read

Advice firms are very well positioned despite the challenges of the last few years with many “in excellent health”, according to Dynamic Planner.

The firm's 2022 spotlight report - published today (14 December) - shows many firms are expanding, receiving more enquiries, and taking on more clients. Dynamic Planner conducts its spotlight report research annually and has this year found the number of clients serviced by each adviser had grown steeply compared to 2021 figures. Advice firms are also feeling confident for the future heading into the new year, with over half (57%) signalling they expect their business to continue to grow. "The survey finds a buoyant industry facing the future with confidence," said Dynamic Planner ...

To continue reading this article...

Join Professional Adviser

  • 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.



Already a Professional Adviser member?


More on Your Business

Financial adviser 2.0: How the role of IFA is changing

Financial adviser 2.0: How the role of IFA is changing

Who still wants to be a financial adviser?

Nneka Orji
clock 14 September 2023 • 5 min read
Saltus launches tech-led partnership programme for 'ambitious' IFAs

Saltus launches tech-led partnership programme for 'ambitious' IFAs

Network business model is 'broken and unsustainable'

Jenna Brown
clock 12 September 2023 • 3 min read
The new Bracknell office

Evelyn Partners relocates Bracknell team to new sustainable office

Office location to be part of sustainable business park

Isabel Baxter
clock 07 September 2023 • 1 min read