Financial Advice Business Benchmarks Report 2026
FABB 2026: Discover whatā€™s driving growth in UK financial advice firms, from client capacity and recruitment to AI, technology, service models and acquisitions.
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FABB Series
Our annual Financial Advice Business Benchmarks (FABB) study offers a comprehensive snapshot of financial advice practices in the UK, providing trends tracked since 2019.
The report offers advice professionals insights into the size of advice firms, investment proposition, fees and charges, technology infrastructure, growth, recruitment and their clients. How does your practice compare?
Financial Advice Business Benchmarks Report 2025
This yearā€™s Financial Advice Business Benchmarks (FABB) report is the seventh in the series. We publish it free each year to give back to the financial advice community and share insights that help businesses navigate an ever-changing market.
Financial Advice Business Benchmarks Report 2024
NextWealth has combined forces with PIMFA to publish an update to your annual Financial Advice Business Benchmarks report. It aims to allow financial advice professionals to compare their firms with those of their peers.
Financial Advice Business Benchmarks Report 2023
NextWealth have combined forces with the CISI and PIMFA this year to publish our annual benchmark report. This report allows financial advice professionals to compare their firms with those of their peers.
Financial Advice Business Benchmarks Report 2022
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report which allows financial planners to compare their firm with those of their peers.
Financial Advice Business Benchmarks Report 2021
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report to allow financial planners to compare their firm with those of their peers.
Financial Advice Business Benchmarks 2020
NextWealth and the Personal Finance Society (PFS) have published a comprehensive benchmark study (2020) for financial advice businesses as they emerge from the initial Covid lockdown.