UK Inheritance Planning: Strategic Marketing Opportunities for Financial Advisers in 2025

The Great Inheritance Shift: Why Financial Planners Must Act Now

The UK inheritance landscape is experiencing unprecedented change, creating both extraordinary opportunities and significant challenges for financial planners. Recent insights from The Level Group’s UK Inheritance Expectations Report 2025 reveal that over half of UK adults (54%) expect to receive an inheritance within the next two decades, with one in three people (34%) reporting at least partial financial dependence on future inheritances.

Over-55s Hold £3.7 Trillion in Property Wealth: Strategic Marketing Opportunities for Financial Planners

Executive Summary

Recent Office for National Statistics (ONS) Wealth and Assets Survey data reveals that over-55s in the UK control £3.7 trillion in property wealth—nearly two-thirds of the country’s total housing equity. This concentration represents a pivotal shift in wealth demographics and aligns with current marketing trends in financial services, presenting significant opportunities for financial planning firms to develop targeted strategies and partnerships.

Marketing for Financial Planners: Seizing Opportunities During Market Turbulence

As market volatility continues to affect investor confidence, a recent article from FT Adviser emphasises the need for financial advisers to focus on reassurance, long-term value, and strategic client communications.

How Financial Services Marketing Firms Are Helping Advisers Thrive in Uncertain Times

Aspina sees this as a clear signal that marketing for financial planners remains a vital tool in strengthening client relationships during uncertain times.

Turn Mid-Retiree Uncertainty Into Your Next Growth Opportunity: Best Marketing Strategies for Financial Advisors

How the Aviva-Age UK Retirement Report 2025 Reveals a £63 Billion Advice Gap

The numbers don’t lie: 83% of mid-retirees now prioritise secure income for life, yet fewer than half believe their pension savings will last the distance. This isn’t just a concern—it’s a massive business opportunity for forward-thinking financial advisers seeking the best marketing strategies for financial advisors in 2025.

Financial Planner Marketing Guide: Insights from The Advice Gap 2024 Report

Executive Summary

This comprehensive financial planner marketing guide harnesses key insights from The Advice Gap 2024 report to help UK financial advisers develop effective marketing strategies. As the advisory landscape evolves, financial planners need targeted marketing strategies for financial services that address changing client needs and regulatory requirements.

Why This Guide Is Essential for Financial Advisers

The financial advice landscape in Britain is transforming rapidly. Only 9% of consumers paid for financial advice in the past two years (down from 11%), while Consumer Duty regulations have prompted over 50% of advice firms to stop serving clients with lower investable assets. This guide provides actionable marketing for financial advisers strategies to navigate these changes successfully.

Video Marketing for Financial Advisers: The Complete Guide for 2025

Introduction: Why Video Marketing Matters for Financial Advisers

In today’s digital landscape, video has become the cornerstone of effective financial services marketing campaigns. Research shows that 93% of marketers report video marketing has given them a positive return on investment, the highest figure recorded since tracking began. For financial advisers, video represents an unparalleled opportunity to build trust, demonstrate expertise, and communicate complex financial concepts in an accessible way.