Wealth management services, financial advice and financial planning are part of a diverse financial market within the UK, and there is a general expectation that it will continue to grow as it looks to utilise innovative thinking to provide new services and integrate digital and human capabilities to offer targeted, self-service products and personalised investment advice.

Our industry helps people navigate the difficult financial decisions needed throughout the various stages of their life. These professionals provide valuable expertise and support for people to better understand the financial decisions before them and help tailor solutions specifically to their needs and circumstances.

Through advice, execution or discretionary services our industry helps individuals achieve the goals that are important to them, be it saving for retirement, being able to support their family or a myriad of other things.

1.65TB

The sector currently looks after
£1.65+ trillion
in private savings and
investments