Research

‘Advisers focus on maximising returns at the expense of the advice gap’

There has been a 47% increase in cash advice over the last three years

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

Nearly all advisers say investment clients have become more demanding

In areas such as trust, value for money and relatability

Only 22% ensure reviews of financial plans always include both partners

They see this as a main blocker to doing their job effectively each day

Only four in ten include ESG as part of their training and compliance regime

Advised women experience significant value compared to the unadvised

Research shows 17% of advisers said they will make changes over next year