NextWealth Financial Advice Business Benchmarks Report 2025 - Report - Page 19
NextWealth Financial Advice Business Benchmarks Report / October 2025
Go deeper: People & capacity
See how task mix shapes adviser satisfaction in our IFA DNA
2025 report:
• Advisers spend ~one-third of time client-facing
• 66% want more in-person meetings
• 55% want more remote meetings
Use the guide to help rebalance the day: streamline admin,
push repeatable work to ops/tech, and free advisers for highervalue client time
Open the guide >
Next: the gearing. From cheque books to playbooks: 昀椀rms are shifting down from M&A and up
through the organic gears, powered by cleaner MI.
Component 3:
Business strategy & growth (gearing)
/
Acquisition appetite
The acquisition boom that followed Covid appears to be
cooling as 昀椀rms shift focus to organic growth. Year on year,
fewer 昀椀rms plan to sell, and in step with that, fewer are aiming
to grow through acquisition.
In 2025, just 6% of 昀椀nancial advice professionals say their 昀椀rm
plans to sell in the near future. Meanwhile, the proportion
planning to buy another advice business has fallen steadily
over the past 昀椀ve years, from 18% in 2021 to only 8% this year.
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