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

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.

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Marketing for Financial Planners: Seizing Opportunities During Market Turbulence

Marketing for Financial Planners: Seizing Opportunities During Market Turbulence

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

Date: 13 May 2025

Published by Aspina Marketing


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.

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

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Insights from The Advice Gap 2024 Report

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.

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