Financial Advice Landscape - Presented During March 2025

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Overview of the financial planning / wealth landscape. Key charts cover the change in advisers numbers, key adviser movement YTD rise and impact of Micro AFSLs, share price movement year by year for major listed companies across wealth. We also include the average revenue for advisers across listed companies. Welcome To Wrexham included!

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Overview of the financial planning / wealth landscape. Key charts cover the change in advisers numbers, key adviser movement YTD rise and impact of Micro AFSLs, share price movement year by year for major listed companies across wealth. We also include the average revenue for advisers across listed companies. Welcome To Wrexham included!

Financial Adviser Movement - Financial Year 2023/24

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Overview of the financial planning / wealth landscape. Key charts cover the change in advisers numbers, key adviser movement YTD rise and impact of Micro AFSLs, share price movement year by year for major listed companies across wealth. We also include the average revenue for advisers across listed companies. Welcome To Wrexham included!

This was the presentation at the FNW Advice, Wealth and Super Rewired May 2024