News
How UK Financial Advisers Can Differentiate and Grow Through Technology, Client Expectations and Niche Specialisation
Three Trends Shaping Adviser Differentiation in 2025: Strategic Opportunities for UK Financial Planning Firms
As the landscape for financial advisers evolves rapidly, three major forces are converging to reshape how firms compete, grow, and build sustainable brands. Recent research from Mariner identifies tech-driven platforms, shifting client expectations, and the need for meaningful differentiation as key trends for 2025. For UK-based financial planners seeking to grow, strengthen professional referral partnerships, and stand out in a crowded marketplace, these trends offer both warning signs and fertile opportunity.
How Supporting Vulnerable Clients Can Give Financial Advisers a Strategic Marketing Advantage
Why Supporting Vulnerable Clients Is Good Ethics and Smart Strategy
The FCA’s 2025 review delivers a clear message: whilst some financial advice firms have made commendable progress in improving outcomes for vulnerable clients, the majority still have significant work ahead. For forward-thinking financial planners, this isn’t just a compliance challenge—it’s a transformative business opportunity waiting to be seized.
Understanding Client Vulnerability: More Than Just Compliance
Vulnerability isn’t a rare exception in financial advice—it’s a possibility for any client at any time. Whether triggered by health issues, life events, reduced financial resilience, or limited capability, vulnerability fundamentally affects how clients experience financial advice and outcomes.