2025 Financial Adviser Survey
This year it's not about doing more, but doing it differently
The leitmotif this year: Connected to Growth. The survey findings reveal how advisers, now more than ever, are using technology, integration and AI to unlock scale, efficiency, and better client outcomes.
Download the full report to learn:
- The tools advisers trust most, from onboarding and cashflow modelling to IFA solutions for retirement and risk
- The impact of technology fragmentation on compliance, capacity and client service
- Why system integration is emerging as the top enabler of scalable advice
- Backed by data from across the UK, this report highlights the practical changes advisers are making today to meet rising expectations with fewer inputs and greater impact.
What's inside
Highlights from the survey
Advisers aren’t just responding to change. They’re using it as a launchpad. From Consumer Duty to AI, from fragmented tools to integrated tech stacks, we see firms embracing transformation and gaining ground.
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Technology as an opportunity
91% of advisers see technology as an opportunity, not a threat showing that advisers are overwhelmingly embracing a hybrid approach to advice that enhances efficiency and improves client outcomes.
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Improved sentiment on Consumer Duty
50% report Consumer Duty is improving client relationships. This shows the industry is accepting the new regulation on a wider basis, despite initial concerns.
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Integrations as a vehicle to growth
67% of advisers say that inneficient technology counts for more than 10% of their firms' costs. On top of this, a third of advisers say they could serve 20+ more clients with better system integration.
Join the live fireside chat
Bonus: Unpack the survey findings
We’ll unpack the full findings in a fireside chat with our very own Jodie Gallagher, Head of UK IFA Products, and Matt D'Souza, Head of Strategic Accounts. Join us to hear how firms are turning insights into action and where growth-ready firms are investing next.
Can't make it? Register anyway and listen on demand.