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 have combined forces with the CISI and PIMFA this year to publish our annual benchmark report. This report allows financial advice professionals to compare their firms with those of their peers.
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report which allows financial planners to compare their firm with those of their peers.
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report to allow financial planners to compare their firm with those of their peers.
NextWealth and the Personal Finance Society (PFS) have published a comprehensive benchmark study (2020) for financial advice businesses as they emerge from the initial Covid lockdown.
NextWealth and the Personal Finance Society (PFS) have published a comprehensive benchmarking study for financial advice businesses.
