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Forvis Mazars Leads UK Financial Advice Growth
6 Oct
Summary
- Forvis Mazars named UK's top financial adviser by FT Adviser.
- Firm's growth driven by client referrals and increased demand.
- Complex tax planning and estate planning fuel industry success.
Forvis Mazars has earned the distinction of being the UK's leading financial adviser, as highlighted in a recent annual study. The firm's success is attributed to significant growth in its assets under advice and its ability to attract new clients. This achievement underscores a robust performance within the UK financial advisory sector.
The surge in demand for financial advice is notably linked to increasingly intricate tax planning requirements, particularly for business owners. Policy changes and evolving financial landscapes have prompted more individuals to seek expert guidance. This has created a dynamic environment for advisory firms.
Estate planning, including considerations for business relief and pension benefits on death, has become a critical focus. Furthermore, intergenerational planning has seen a substantial ramp-up, reflecting a busy and demanding period for financial advisory services nationwide. Firms reported higher-than-usual inquiries across these complex areas.
