Our annual Financial Advice Business Benchmarking (FABB) study offers a comprehensive snapshot of financial advice practices in the UK, providing trends tracked over the past 5 years.
In 2023 we have partnered with the CISI and PIMFA to provide these insights.
The report offers advice professionals insights into the size of advice firms, investment proposition, fees and charges, technology infrastructure, growth, recruitment and their clients. How does your practice compare?
NextWealth and the Personal Finance Society (PFS) have published a comprehensive benchmarking study for financial advice businesses.