The latest FCA Retail Mediation Report for 2025 makes for interesting if conflicting reading. It shows the retail investment sector is mostly in robust health financially except there’s a problem - the number of advisers is declining, significantly.
Most successful Financial Planners that I’ve come across work mainly with an older client base - people in their fifties and sixties - and naturally so, as they are often the ones who have built up considerable wealth and assets over their lifetimes.
The FCA has published proposals today to cut the jargon used by platforms, advisers and wealth managers to hide and obfuscate the cost of investing.
There’s been a 14% decline in UK retail investment advice firm numbers over the past two years, according to new analysis of official data.
Almost half of UK households with a net worth of over £500,000 fail to use a Financial Planner or adviser to manage their money, according to new research.
Nearly nine out of 10 financial advisers (86%) expect client numbers to grow over the next 12 months, according to a major adviser survey published today.
The soon-to-be-published VouchedFor’s 2025 Guide to Top Rated Financial Advisers will feature a record 2,633 advisers and 131 firms.
Some 62% of advised clients have never switched financial adviser, according to a major survey by wealth manager St James’s Place.
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