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.