Financial Planners are moving upmarket and focusing on better off and HNW clients, according to our recently published 2026 annual survey of Financial Planning Today readers.

Financial Planning firms are reporting year on year growth in average client portfolio size and their firm's AUM, according to Financial Planning Today's annual survey of the profession.

Nearly three in 10 Financial Planners (28%) surveyed in an exclusive poll for Financial Planning Today say they have cut the number of clients they serve as a result of the Consumer Duty.