/ Research & Consultancy

State of the advice nation

State of the Advice Nation is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data. Wave 6 is now available.

/ 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 1,300-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

Your views on technology

This project is an example of a couple of technology firms who want to get as many opinions as possible before they go ahead and build stuff.

It’s short and to the point, five questions on each workstream with a bit about you at the front.

/ 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.
The meaning of value

/ Research

The meaning of value

We’ve worked together with Royal London to understand what customers actually value.

/ Reports

/ The team

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.