UK financial advisers are operating at a time of heightened economic and market uncertainty, regulatory recalibration, technological disruption, and shifting client expectation.
Recent budget changes have made tax planning more urgent, while the FCA’s Advice Guidance Boundary Review could redefine what constitutes financial advice. At the same time, advisers face stricter scrutiny under the regulator’s Consumer Duty protections, their operational costs are rising, and the competition for clients is increasing. Technology is offering new solutions, but adviser capacity remains stretched, and business models are coming under pressure.
Will the adoption of new technologies narrow the advice gap or expose new risks? Can independent firms remain competitive in a market increasingly dominated by vertically integrated giants? How should advice businesses position themselves stay relevant in the future?
Now in its 7th year, FT Adviser’s Financial Advice Forum returns on 25 September 2025, bringing together financial advice firm principals, wealth managers, discretionary fund managers, and mortgage and protection brokers for practical insights and peer exchange. This CPD-accredited event will feature insightful panels, interactive workshops, and networking opportunities, equipping attendees with the strategies to navigate the complexities of the current financial landscape.
– Details taken from official event website –