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Over-55s Hold £3.7 Trillion in Property Wealth: Strategic Marketing Opportunities for Financial Planners

Over-55s Hold £3.7 Trillion in Property Wealth: Strategic Marketing Opportunities for Financial Planners

Executive Summary

Recent Office for National Statistics (ONS) Wealth and Assets Survey data reveals that over-55s in the UK control £3.7 trillion in property wealth—nearly two-thirds of the country’s total housing equity. This concentration represents a pivotal shift in wealth demographics and aligns with current marketing trends in financial services, presenting significant opportunities for financial planning firms to develop targeted strategies and partnerships.

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