We’ve categorised each individual based on their permissions. We are observing an increasing trend towards advisers adopting highly specialised and targeted approaches in their Business Development strategies. Given this shift, it’s not surprising that Holistic Advisers currently comprise only 21.41% of the wealth market. We anticipate that this percentage may further decrease over the coming years as the trend towards specialisation continues.
Financial Planning Landscape.
Your Financial Planning Market Snapshot
Our annual report is here to update you on the financial planning market and how we leverage detailed data to drive effective recruitment strategies.
Meticulously sourced from the FCA Register, our insights provide unparalleled visibility into the number of advisers, their permissions, and the size and distribution of firms across the UK. This invaluable data allows us to connect with top industry talent and implement highly targeted recruitment strategies tailored to your needs.
Why firms partner with Antony George.
- Transparent Pricing: Fixed-fee, 12-month subscription model for predictable costs.
- Consistent Engagement: Bi-weekly meetings to refine strategies, provide updates, and celebrate successes.
- Tailored Solutions: Rapid adaptability to meet your evolving recruitment needs.
- Specialist: We only recruit Advisers, Paraplanners and experienced Administrators.
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The Certified Persons Directory (CPD) functions, integrated within the FCA Directory, provide a granular view of each individual's specialisations. This system extends well beyond the basic ‘CF30 Customer Advisor’ classification, enabling us to pinpoint experts in niche areas.
By leveraging this detailed information, we not only refine our approach to recruitment but also empower our clients to make informed decisions when seeking advisors. This depth of data ensures that we can quickly respond to the dynamic needs of the financial planning market, maintaining a comprehensive network of qualified professionals at our fingertips.
So as a snap shot how many individuals have permissions for doing what?
how many advisers are there?
How many Firms and what Size are they?
Firms are categorised by size based on the number of Advisers within them. What’s not surprising is that 84.6% of Advice firms in the UK have three or fewer Advisers.
However, the remaining 15.4% of firms account for 70.03% of the total advisers.
Firms and Advisers by Region
The table below shows each region, the number of Advisers, and the number of Firms. The data typically links the Adviser to the authorised firm’s region. However, Advisers sometimes have their own individual location details on the FCA register, which helps us again pinpoint their exact location if they’re linked to a larger firm.
Insights That Drive Effective Recruitment Strategies
In today’s competitive job market, passive candidates—those not actively seeking new roles—are often the best talent. Simply posting a vacancy is no longer enough.
This is where we come in.
- We elevate your company’s visibility and desirability among top-tier talent by actively showcasing your culture, mission, and opportunities.
- Through targeted networking, industry events, and direct outreach, we ensure your roles resonate with high-calibre professionals seeking meaningful career advancements.
By going beyond standard job postings, we connect you with candidates who are not just qualified but are also the right fit to drive your business forward.
Ready to Find the Best Talent?