Advice 2025: What 400+ UK firms reveal about the future of advice

What’s the outlook for UK financial advice firms in 2025?

Dynamic Planner’s inaugural Advice Pulse survey takes the temperature of the industry at a pivotal moment. With responses from over 400 advisers, paraplanners and business owners, the findings reveal how firms are approaching AI, leveraging data, adapting to regulatory change and confidently planning for growth in the year ahead.

What’s driving confidence in the profession?

86% of advisers expect to grow their client base this year, 94% believe AI will positively impact the advice industry and 85% say data is essential or useful to their firm’s future. Behind the numbers is a story of transformation, opportunity, and forward thinking. If this whets your appetite, explore these insights and more in the full report – and see how your peers are adapting in a rapidly evolving landscape.

“What once took eight hours now takes five minutes – and with AI, it’s only getting faster. The ability to serve clients earlier in their financial journey, compliantly and profitably, is now within reach.”

Yasmina Siadatan,
Chief Revenue Officer

Fill in some details on the short form below and we will email you a copy of the full survey results.