NextWealth released its Financial Advice Business Benchmarks Report 2026 this week.

At NextWealth, we help firms see what’s next in wealth through our specialist insight and research, so that they can exploit the trends for their business benefits. More about us: NextWealth is a research and consulting business dedicated to helping firms adapt to what’s next in wealth. At NextWealth, we have a genuine passion for wealth management and strive to make the industry work better for advisers and customers. Our unrivaled data research and deep market understanding delivers innovation, improved propositions and value throughout the market. With a specialty in the financial advice market, including all those who interact, sell or provide services to advisers, we don’t believe in data being collected for data’s sake but instead the use of data, trends and feedback from our research groups to work with our clients to turn ideas into action and change. We work with the UK's leading asset managers, life companies, platforms and financial advice businesses. We host events, publish research and offer consultancy services. NextWealth has a strong reputation with respected leaders in Heather Hopkins, Peter Mann and Emma Napier and we're moving into an exciting phase growth for the business.

Founded 2017