The marked ageing trend in the average age of advisers’ client bases continues as the majority of advisers do not have a differentiated strategy for younger investors, Schroders has found.
The latest Schroders UK Financial Adviser Survey identified that there was a notable increase in advisers reporting that their clients are aged 65 or over, rising from 25% in November 2024 to 38% in 2025. Source: Schroders While the 51–64 age bracket remains dominant at 60%, 49% of advisers said their clients' age profile has increased over the past five years. Schroders noted that the ageing client base may be contributing to concerns about the impact of intergenerational wealth transfer, with 66% of advisers now expressing concern - up slightly from 62% last year. Despite...
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