1、FinancialPlanningGrowthIndex ReportFebruary 2025Partnership ProgrammeMethodology This report is based on a survey conducted from October to November 2024,with a sample of respondents in senior positions at 200 financial planning firms of various sizes.The sample was derived from the L.E.K.database.A

2、 structured questionnaire was used to collect data on industry trends,challenges,and opportunities.Statistical analysis of the responses provided key insights into the current and future outlooks of the financial planning sector.Contents Methodology.2 Foreword.4Executive Summary.5Chapter 1:Confidenc

3、e Returning to the Sector.6 Chapter 2:Sources of Growth for Financial Planning Businesses.8 Chapter 3:Industry Challenges.10 Chapter 4:Technology.12 Chapter 5:Is Artificial Intelligence the New Frontier?.14 Chapter 6:Looking to the Future.15 Conclusion.18Meet the Experts.193The Saltus Partnership Lt

4、d is authorised and regulated by the Financial Conduct Authority.Registered office:Solent Business Park,4500 Parkway,Whiteley,Fareham PO15 7AZ.Registered number:07586042.Information is correct to the best of our understanding as at the date of publication.Nothing within this content is intended as,o

5、r can be relied upon,as financial advice.Capital is at risk.You may get back less than you invested.L.E.K.Consulting is a registered trademark of L.E.K.Consulting LLC.All other products and brands mentioned in this document are properties of their respective owners.2025 L.E.K.Consulting LLCPartnersh

6、ip ProgrammeForeword Bronswe Cheung and Michael Stimpson We are delighted to present the findings of our first survey of the Financial Planning sector.Both our organisations have a wealth of experience and insight,continuously enriched by a wide array of data and daily contact with peers and colleag