/ Research & Consultancy

The Advice Gap 2024

The study blends research from 2,000 consumers and over 200 advice professionals on the lang cat’s advice panel.

/ 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 1,400-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 Wave 7 launch

It’s that time of year again where we launch State of the Advice Nation, or SOTAN as we affectionately call it behind the scenes. Veterans of SOTANs past will know that this is by some distance the most in-depth study we conduct each year, covering a wide range of topics.

This isn’t your typical panel survey that you can fly through in 10 minutes. It’s significantly longer than that, but we make no apology for it. It’s the most in-depth study in the UK today and in return, our promise to you is you’ll get meaningful data, insight and reports in return.

If you’re an advice professional click below to get started!

/ 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.