Advice 2026
Welcome to Advice 2026, our second annual sounding of conditions in the advice industry. Once again, we go direct to the source: the financial advisers, decision
makers and paraplanners seeking to drive growth and productivity in their businesses while providing clients with the trust and confidence they need to fund the lives they want.
As in 2025, we check in on the sentiment in advice firms, assess progress on closing the advice gap, and measure the evolving role of technology and data. We find out how firms are positioning for the future. And we provide our perspective on the findings, from our privileged position as the UK’s leading digital advice platform.
makers and paraplanners seeking to drive growth and productivity in their businesses while providing clients with the trust and confidence they need to fund the lives they want.
As in 2025, we check in on the sentiment in advice firms, assess progress on closing the advice gap, and measure the evolving role of technology and data. We find out how firms are positioning for the future. And we provide our perspective on the findings, from our privileged position as the UK’s leading digital advice platform.