Invest

Voice of the Adviser 2015 released on Monday

Published

10 years ago

March 27, 2015

Simon Leadbetter

For the last five years we’ve interviewed hundreds of financial advisers to ask them about the state of the advice market, the economy, and their political leanings and, most importantly for us, their finger on the pulse of sustainable, responsible and ethical investment in the UK.

The report is released on Monday but here’s links to the headline results.

Economic confidence strong amongst financial advisers

The financial advice market remains strong

87% of financial advisers asked about ethical investment

Ecclesiastical, Friends Provident, Kames, Jupiter and Alliance Trust top adviser choice for SRI

The ‘advice gap’ a reality as minimum portfolio sizes double.

To receive a copy of the full report please register for our newsletter here if you are an investor or here if you are an adviser.

Photo: yarranz via Freeimages

Simon Leadbetter is the founder and publisher of Blue & Green Tomorrow. He has held senior roles at Northcliffe, The Daily Telegraph, Santander, Barclaycard, AXA, Prudential and Fidelity. In 2004, he founded a marketing agency that worked amongst others with The Guardian, Vodafone, E.On and Liverpool Victoria. He sold this agency in 2006 and as Chief Marketing Officer for two VC-backed start-ups launched the online platform Cleantech Intelligence (which underpinned the The Guardian’s Cleantech 100) and StrategyEye Cleantech. Most recently, he was Marketing Director of Emap, the UK’s largest B2B publisher, and the founder of Blue & Green Communications Limited.