Related topic: Advice

The research found differences between the vulnerability characteristics that inform and make up a client’s capability.

Only one in twenty (5%) have accessed independent financial advice since the start of 2026.

57% of advisers feel ‘very confident’ on business outlook, but confidence in the wider mortgage market dips.

In a rapidly evolving market, Rachael Hunnisett, director of mortgage distribution at April Mortgages, says post-completion experience should not be an afterthought - it should be...

Firms already using of AI as part of their business rose from 29% to 60% over the last 12 months.

The brokerage has introduced a new quality and compliance supervision team to elevate adviser support and safeguards.

The figures show strong demand for professional support that currently isn’t being met.

Dan Scholey, chief product officer at Moneyhub, says advice firms must move beyond manual advice, embracing technology that creates scalable, compliant solutions - before unregulated...

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Over 90% of 18–34s surveyed were charged a broker fee, compared to 42% of over-55s.