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.

Why Gen Z’s View of Financial Advice Is a Strategic Imperative for UK Financial Planners

A recent spotlight feature by Money Marketing examines what Gen Z really thinks about financial advice, and the findings should be a wake-up call for financial professionals. The attitudes, preferences, and behaviours of this younger generation represent both a challenge and an opportunity for planners who want to future-proof their firms, deepen professional referral relationships, and build a distinctive brand.

How Behavioural Science Transforms Financial Advice Relationships and Creates Competitive Advantage

The financial planning industry increasingly recognises that successful advisory relationships extend far beyond technical expertise and portfolio performance. Research demonstrates that emotional and behavioural factors often outweigh purely financial considerations in client decision-making, creating significant opportunities for advisers who understand and leverage these insights to build stronger client relationships and differentiate their services.

The Emotional Foundation of Financial Advisory Decisions

According to research from Morningstar, emotional factors account for approximately 60% of a client’s decision to hire an adviser, compared to 40% for financial factors. This finding challenges the traditional assumption that clients primarily seek advisers for technical expertise or investment performance.

How financial advisers can position themselves around intergenerational wealth concerns

Executive Summary

The 2024 Budget has created unprecedented tax anxiety amongst UK investors, with 45% of clients expressing greater concern about their financial future according to HSBC Life’s 2025 “Three I’s” Report. Forward-thinking adviser firms are transforming this challenge into a competitive advantage by repositioning their wrapper selection expertise—particularly through onshore bonds.

The New Tax Reality: Why Default Strategies No Longer Work

Rising Tax Burden Creates Adviser Opportunity

The 2024 Budget’s changes—including increased capital gains tax rates and frozen income tax thresholds—have driven demand for tax-efficient solutions. However, HSBC Life’s comprehensive report reveals a concerning gap: while client anxiety soared, only 56% of advisers routinely explain wrapper tax implications to their clients.

How to Build a Thriving Financial Advice Firm with Referral Generation Strategies

Introduction

Referral generation is one of the most powerful growth tools at your disposal as a financial adviser. According to research by Standards International, referred clients are four times more likely to convert than cold prospects, and the cost of acquisition is typically 60% lower. Beyond these tangible benefits, strategic referral generation strengthens existing client relationships, builds your professional network, enhances your brand, and positions you as a trusted authority in your field.

Social Media Hashtag Strategy for Financial Advisers: A Comprehensive Guide

Introduction: Why Social Media Matters for Financial Advisers

Social media for financial services has become an essential part of a modern financial adviser’s marketing toolkit. With the right approach, it can help you attract new clients, build trust, strengthen professional relationships, and position yourself as a thought leader in the financial services sector.

Research by Hootsuite shows that 54% of UK consumers research products and services on social media before making decisions, including financial services. Meanwhile, according to the Financial Conduct Authority’s Digital Engagement research, nearly 70% of UK adults now use social media platforms regularly, making them crucial channels for financial advisers.