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2025 Financial Advice Consumer Survey Report

Mind the gap: The Future of Financial Advice

Unlocking a £50 Billion opportunity

Our 2025 Financial Advice Consumer Survey, in partnership with YouGov, provides unmissable insights for executives and decision-makers in financial advice and wealth management. This report uncovers the data, trends, and strategic direction you need to drive growth, trust, and efficiency in an AI-powered future. 

Why You Should Read This Report

Solving the Trust Crisis

Learn how leading firms are rebuilding confidence when 62% of unadvised people question the value of financial advice. 

AI: Risk or Opportunity?

Learn about consumer appetite for AI and find out how to leverage it without losing the human touch.  

Winning the Next Generation

Learn about consumer appetite for AI and find out how to leverage it without losing the human touch.  

Focused Working Groups

Deep dives into topics like Agentic AI, Consumer Duty, compliance automation, and adviser productivity

of over-55s engage with financial advisers, only 17% of young professionals (25–34 years) do the same.
of respondents aged 25–34 would feel comfortable using AI-assisted financial advice if it reduced costs compared to just 33% of those aged 55 and older
trust their adviser’s ability to understand their needs with 71% putting personal relationships above digital convenience

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