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Women Want Clarity & Credentials from Financial Advisers: Key Insights for Your Marketing Strategy
What Women Really Look for in a Financial Adviser
As women are set to hold nearly 60% of UK wealth by the end of 2025, new research from Unbiased reveals that the factors most influencing their choice of financial adviser aren’t gender—but clarity in communication, adviser credentials, and above all, trust. For financial planners seeking to grow and differentiate their practices, these findings present significant opportunities for strategic positioning.
The Research Findings: What Women Really Want
The study reveals three key priorities for female advice seekers:
Bridge the Retirement Divide: A Strategic Marketing Opportunity for Financial Advisers
Reaching the Advice Gap Middle: A Smart Move for Financial Planners
The UK faces a retirement crisis of unprecedented scale. With 15 million people at risk of financial hardship in later life, financial advisers have both a social responsibility and a significant business opportunity to address this growing challenge.
The Scale of the Crisis: Understanding the Numbers
Recent research reveals alarming statistics about retirement preparedness in the UK. According to the Financial Conduct Authority, 10% of adults are not saving anything at all, whilst 21% have less than £1,000 in savings. More concerning still, almost a quarter of the population—13 million people—find themselves in a fragile financial state, struggling with debt and everyday expenses.