SOTAN Needs You
Share your thoughts and experiences on the direction of the advice profession – but you haven’t got long to make your views count.
Financial services insight and communications. Delivered with impact. By people who really know their stuff.
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Independent intelligence
Platforms are our heartland, but we’re about much more than that. Expect agenda-setting insight and analysis, regular market reporting and bespoke insight. Powered by our 1,400-strong adviser panel.
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Comms & PR, but better
If you’ve got something complex to say you need an agency who understands PR and the topic. That’s us. From media to marcomms, we’re the people you wish you’d hired in the first place.
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Engagement and influence
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- February 6, 2025
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Platform and MPS suitability and due diligence simplified
- Save time every time you complete due diligence
- Evidence your client suitability
- Use our tried and tested, Consumer Duty ready process
The meaning of value 2024
For the second year running we’ve worked with Royal London to look into the meaning of value. We wanted to
/ Research
State of the advice nation
Now in wave 6, State of the Advice Nation (SOTAN) is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data.
What do we mean by that? Well, there’s no point finding out what people do and what they pick without trying to find out why.
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