Investec Wealth & Investment

‘Reflected market volatility’

Migration into single platform in H1 2025

Three in five say they will use the same firm and have another adviser

‘The sector is set to lose so many of its experienced workforce’

Around 46% started using an adviser when they were 40 or older

Nearly all advisers say investment clients have become more demanding

Majority (98%) already use third-party discretionary investment services

'Compelling retirement planning requires comprehensiveness'