Government policy tops adviser concerns as firms focus on client retention

According to survey by TFAS Compliance Services (TCS)

Sahar Nazir
clock • 2 min read

Financial advisers are entering 2026 with a focus on servicing existing clients, as concerns over government policy and regulatory pressure continue to weigh on the profession, according to TFAS Compliance Services (TCS).

A survey of UK-based advisers found that 90% see supporting and retaining existing clients as their top priority for the year ahead. Almost half (46%) said they plan to increase client numbers in 2026, while 50% are targeting growth in overall business value, suggesting a more selective and sustainable approach to expansion. Advisers remain optimistic about long-term opportunities. The survey found that 71% of respondents believe growing demand for financial advice represents the biggest opportunity for the profession in 2026. Changes to tax and pension rules were cited by 60% as a...

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