Financial Planning Growth Index Report

The Financial Planning Growth Index Report offers a clear view of how financial planning firms are performing and where the sector is heading. Now in its second edition, the Financial Planning Growth Index highlights the key trends shaping the industry, from rising confidence in revenue growth to the increasing operational pressures felt by financial planners across the UK.

Produced in collaboration with L.E.K. Consulting, the Financial Planning Growth Index is grounded in detailed insight from senior leaders across the sector. Each year, we conduct a survey with more than 200 financial planning firms, ranging from those with under £20 million in assets under advice to firms managing more than £1 billion, ensuring that the results reflect the full breadth and diversity of the market.

Updated annually, the Financial Planning Growth Index is designed to support financial planning firms of all sizes. By setting out the challenges, opportunities and commercial priorities that matter most, it gives leaders a clear sense of what is driving progress across the market today and what is likely to influence success in the future.

Financial Planning Growth Index 2026

This year’s findings show a sector that is optimistic about the future, even as financial planning firms continue to navigate regulatory complexity, shifting client needs and a fast‑evolving technology landscape. The report brings together the perspectives of senior leaders to provide a grounded picture of how financial planning firms are adapting, investing and planning for the years ahead.