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UK Financial Advisers Face a 104% Expectations Gap: Insights from the 2025 Natixis Global Survey
Navigating the Age of Diminished Expectations: Essential Insights for UK Financial Advisers in 2025
Table of Contents
- Executive Summary
- Key Market Insights
- The Three Critical Challenges
- Strategic Opportunities
- Implementation Framework
- Measuring Success
- Conclusion
Executive Summary
The 2025 Natixis Global Survey of Individual Investors reveals a fundamental shift in investor sentiment across 21 countries, with profound implications for UK financial advisers. Despite two years of exceptional market performance, investors are grappling with diminished expectations, rising anxiety, and an urgent need for human guidance in an increasingly complex financial landscape.