The advice industry has always been characterised by two main attributes – resilience and adaptability. Both qualities have been needed during the coronavirus pandemic, as advice firms were forced to evolve and develop new working practices in order to continue serving clients.

This report is based on research amongst one of the largest advice communities in the UK – the users of Dynamic Planner – and we will look to produce similar studies every year, shining a light on where advice firms currently stand and where they expect to be in the future.

This year’s report paints a picture of a robust and confident industry, keen to maximise the benefits of new ways of working, and focused on delivering even more engaging financial planning for clients. Read the full report by submitting your details in the form on this page