Financial Advice Business Benchmarking

Benchmarking financial practices

The Personal Finance Society and NextWealth have combined forces to publish this annual benchmark report to help financial advice professionals to compare their firm with those of their peers.

The results in the 2021 report were based on a survey of 278 PFS members conducted between 14 July and 13 August 2021.

Employees of financial advice businesses answered questions about the size of their business, their investment proposition, their fees and charges, their technology infrastructure, growth, recruitment and clients.

Read the report

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