/ Research & Consultancy

Q2 Platform market scorecard

The Q2 2025 version of our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives.

/ Our approach

We've grown significantly over time from a boutique consultancy to a fully fledged research house.  

Our origin story is grounded in the platform sector. That’s reflected in one of two annual set pieces – the State of the Platform Nation – a strategic look at the platform market overall and the State of the Advice Nation.

The State of the Advice Nation is our biggest research project. It’s a standalone omnibus study which aims to understand the issues that concern the advice profession.

Alongside these publications, we carry out quarterly reporting to create a full picture of wealth in the UK, spanning sectors such as managed portfolio services and the direct-to-consumer market.

Beyond the market insight and data analysis, our insight is powered by our over 1,600-strong panel of advice professionals.

We offer thought leadership papers through a sponsorship and partnership model, such as The Advice Gap, Fragmented World and our award-winning paper Crossing the ESG Event Horizon.

If you’re after more bespoke insight, we can help with that too. Some of our projects are more behind the scenes, for example gauging reaction to future developments, proposition testing and ‘take-to-market’ strategy.

From our perspective, what’s different about the way we work is that we’ll always have an eye on the communications and PR of any research we do because it’s embedded in our business to think that way.

If you approach us with a brief, we’ll encourage you to think about the project from different angles. We think people get a much better experience as a result.

/ Take our live survey

SOTAN 25/26 launch

Our biggest study of the year is now live!

It’s State of the Advice Nation (SOTAN) and is (we believe) the most thorough exploration of the advice profession in the UK.

I’m new to SOTAN, what’s the deal?

The study takes a role-specific look at the advice profession, taking in your views on technology, business ownership, paraplanning, skills, recruitment, regulation and much more. It’s our biggest study of the year, taking between 20 minutes to half an hour to complete (if you’re newer to the profession, there’s a shorter route through the study with questions relating specifically to your initial perceptions of the sector).

You’ll get lots and lots in return for taking part. If you’re an advice professional, grab and cup of tea and biscuit and get started below:

/ Share your thoughts

Get involved

If you’re an advice professional, find out about upcoming surveys

/ Expertise

/ Research

Independent research with reach

Tap into the opinions of the hundreds of professionals from across the UK wealth industry who take part in our quantitative and qualitative research.

/ Reports

Agenda-setting insight and analysis

From our signature ‘state of the nation’ surveys to bespoke research we carry out just for you, you can rely on our reports to offer actionable analysis and insights.

/ Consultancy

Turning intelligence into action

With their strategic experience and expertise, combined with their market knowledge and insight, our team is the ideal partner to help you design and build your go-to-market strategy.