Adviser Benchmark Report

Applying research to commercial business is a real challenge. It is effectively like driving a car through the rear view mirror. Whilst there is plenty of good research activity taking place in UK retail financial services, there are still too few studies that present a longitudinal approach to the general direction of travel for adviser firms and their on-going journey.

This research presents a combination of adviser firm benchmarking surveys conducted in January 2013 and April 2014 across some 225 firms. Thus we can gain an understanding for the key issues adviser firms are grappling with and where firms are going well and what needs more focus and support.

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