How Financial Advisers Can Better Serve Neurodiverse Clients: A Practical Guide

The conversation around diversity and inclusion within financial services has gained significant momentum. One area now firmly in focus is neurodiversity. With between 10% and 15% of UK adults classified as neurodiverse, this represents a substantial portion of existing client bases. For financial advisers looking to strengthen client relationships and build competitive advantage, recognising and adapting to neurodiverse clients’ needs is both a responsibility and a strategic opportunity.

Navigating Uncertainty: How Financial Advisers Can Lead with Confidence During Market Volatility

Recent research from St. James’s Place highlights that half of UK adults are experiencing heightened uncertainty about the future, with many reacting by cutting spending or delaying major financial decisions. For financial advisers, this presents both a challenge and an opportunity—a chance to demonstrate leadership, strengthen client relationships, and stand out as a reliable source of clarity in uncertain times.

Growing Your Financial Planning Firm Through Building Confidence: A Strategic Marketing Approach

Introduction

In today’s dynamic economic landscape, UK consumers are increasingly reassessing how they interact with their financial future. The Moneybox Financial Confidence Index 2025, based on a nationally representative survey of over 4,000 UK adults, provides compelling insights into evolving attitudes toward saving, investing, and financial planning.

This year’s data reveals not just a rise in confidence, but a clear link between financial self-assurance and outcomes—especially wealth creation. As a financial professional, these insights present a substantial opportunity to enhance your firm’s growth, shape your brand, and deepen your relationships with clients and referral partners. Below, we outline how you can harness this momentum effectively whilst ensuring FCA compliance.