UK Adviser Platforms

A subscription to this research stream gives access to six reports a year

Analysis of platform data, technology, pricing and adviser sentiment. We plot trends in the adviser platform landscape

and analyse performance based on AUA, sales and the views of financial advisers.

Market Overview

State and direction of the adviser platform market. How advisers use platforms and their role in the advice process. The influence of consolidation and the desire for greater business efficiency through platform use. Platform technology and developments. Platform data for Q4 2023 and updated adviser feedback/reviews.

Spring Update

Platform data for Q1 2024. Update of adviser feedback including user reviews.

Platform Selection

How advisers decide their platform strategy and conduct due diligence on platforms. Updates on functionality offered by platforms and which services advisers are using or want to use. Key strengths/weaknesses that prompt transfers between platforms and barriers to switching. Platform data for Q2 2024. Update of adviser feedback including user reviews.


Comparisons and trends in platform pricing and predictions for future movements. With the rise of bespoke platform pricing and in-house platforms, where will platforms fit in the value chain?

Autumn Update

Platform data for Q3 2024. Update of adviser feedback including user reviews.

UK Consumer Insights

Illustrates the investing landscape in the UK and identifies consumers’ views about financial brands and products. The report looks at the behaviours of the end investor and how these have altered in recent years. Our consumer samples include self-directed investors, advised investors as well as non-investors. Available to all subscribers of UK reports and packages

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