Key adviser drivers for 2025
In our year-end adviser survey, we asked how you were feeling about the year ahead, where you would be looking to focus your energies, and how we could best support you.
Key findings
There is still overwhelming positivity amongst advisers as we enter a new year and advisers’ number one focus remains growing their client base and providing more support to existing clients …
How was 2024? Are you looking forward to 2025?
Very good / good OK Not so good
Yes No Let ' s see
74 % of advisers said they had had a good, or very good, year and were looking forward to 2025, with the remaining waiting to see how the year unfolded.
The Autumn Budget has had a big impact on both advisers and clients-
69 % of advisers said that the Budget had changed client conversations.
We asked advisers what the main topics of conversation had been with their client during the past 12 months …
Cost of living Interest rates Mortgage rates / payments Retirement planning IHT / Estate planning Managing investments Protection
8 | The Adviser