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.

The results in this year’s report are based on a survey of over 300 financial advice professionals conducted between July and August 2024.

In this sixth collaborative annual benchmark report, we will revisit key benchmarks to evaluate the health of the advice industry. A commitment to organic growth has emerged this year and we will explore this further in our findings.

If you are interested in being notified when the report has been published please complete the form and hit pre-register.