On 11 December, Stuart Podmore, CAIA, Investment Propositions Manager at Schroders and Philip Martin, CEO at Unique Financial Planning led an insightful session on Schroders' Adviser Survey, examining the survey results, focusing on the key opportunities and challenges that financial advisers must navigate in the coming year.
During this digital event recorded on 11 December, Stuart Podmore focused their presentation on the latest Schroders Adviser Survey.
With evolving regulations and shifting economic and market conditions, the adviser landscape remains complex. Schroders unveil the findings of the latest Schroders UK Financial Adviser Annual Survey (November 2025). This presentation aims to equip advisers with crucial insights to inform their business strategies.
Alongside Philip Martin, CEO of Unique Financial Planning, they examined the survey results, focusing on the key opportunities and challenges that financial advisers must navigate in the coming year.
In this session we covered:
- Evaluating client sentiment regarding investments and articulate the potential impacts on their portfolios.
- Identifying and analysing key challenges and opportunities related to regulation, technology, and artificial intelligence (AI).
- Prioritising and summarise the essential focus areas for the upcoming year.
