Data-led stories on the UK advisory market
Verified Advisers analyses UK professional firm records to identify patterns in director demographics, filing signals and regional adviser supply. Latest research update: 17 May 2026.
Tax Planning Assistant: a free tool for registered advisers
Registered Verified Advisers can use the free Tax Planning Assistant to turn client notes into planning opportunities, missing-information lists and client emails.
Dividend Optimisation Calculator: a free tool for registered advisers
Registered Verified Advisers can use the free Dividend Optimisation Calculator to compare salary, dividends, National Insurance and Corporation Tax in one working draft.
Tax Deadline Calendar: a free tool for registered advisers
Registered Verified Advisers can use the free Tax Deadline Calendar to produce deadline prompts for Self Assessment, VAT, PAYE, Companies House and Corporation Tax.
Communication Templates: a free tool for registered advisers
Registered Verified Advisers can use the free Communication Templates to draft common client emails and letters faster while keeping adviser review in the loop.
Client Risk Profile Quiz: a free tool for registered advisers
Registered Verified Advisers can use the free Client Risk Profile Quiz to create a risk-profile prompt and allocation summary for suitability review.
Fee Proposal Generator: a free tool for registered advisers
Registered Verified Advisers can use the free Fee Proposal Generator to turn scope, complexity and time estimates into a copy-ready proposal draft.
Meeting Notes Summariser: a free tool for registered advisers
Registered Verified Advisers can use the free Meeting Notes Summariser to convert rough notes into summaries, action items and follow-up emails.
Capital Gains Tax Calculator: a free tool for registered advisers
Registered Verified Advisers can use the free Capital Gains Tax Calculator to estimate gains, annual exemption use and CGT bands for adviser review.
Pension Contribution Optimiser: a free tool for registered advisers
Registered Verified Advisers can use the free Pension Contribution Optimiser to estimate contribution room, annual allowance use and indicative tax benefits.
Compliance Checklist Generator: a free tool for registered advisers
Registered Verified Advisers can use the free Compliance Checklist Generator to create practical file checklists for IFA, accountant, solicitor and pension cases.
Client Onboarding Checklist: a free tool for registered advisers
Registered Verified Advisers can use the free Client Onboarding Checklist to generate client setup tasks, responsibility prompts and request emails.
Decline Letter Generator: a free tool for registered advisers
Registered Verified Advisers can use the free Decline Letter Generator to write empathetic decline wording without losing complaints and file-note discipline.
Retainer Benchmarking Tool: a free tool for registered advisers
Registered Verified Advisers can use the free Retainer Benchmarking Tool to spot underpriced retainers and draft a client fee-review script.
Missed Call Recovery Audit: a free tool for registered advisers
Registered Verified Advisers can use the free Missed Call Recovery Audit to estimate lost revenue from missed calls and frame a UseSam recovery report.
AML/KYC Pack Generator: a free tool for registered advisers
Registered Verified Advisers can use the free AML/KYC Pack Generator to produce onboarding document requests and AML/KYC file prompts.
FCA Suitability File Checker: a free tool for registered advisers
Registered Verified Advisers can use the free FCA Suitability File Checker to paste notes and see missing-evidence prompts before file review.
Client Fact-Find Builder: a free tool for registered advisers
Registered Verified Advisers can use the free Client Fact-Find Builder to build client questionnaires tailored to the advice or service type.
Engagement Letter Builder: a free tool for registered advisers
Registered Verified Advisers can use the free Engagement Letter Builder to draft profession-specific scope, fee and client-responsibility wording.
HMRC Authorisation Helper: a free tool for registered advisers
Registered Verified Advisers can use the free HMRC Authorisation Helper to create authorisation checklists and client emails without asking for sign-in credentials.
Companies House Health Check: a free tool for registered advisers
Registered Verified Advisers can use the free Companies House Health Check to prompt accounts, confirmation statement, officer and PSC checks.
Fee Benchmark Calculator: a free tool for registered advisers
Registered Verified Advisers can use the free Fee Benchmark Calculator to compare current fees with an indicative benchmark and draft a price-review script.
Review Meeting Pack Generator: a free tool for registered advisers
Registered Verified Advisers can use the free Review Meeting Pack Generator to create agendas, client prep emails and review checklists.
Vulnerability Assessment Checklist: a free tool for registered advisers
Registered Verified Advisers can use the free Vulnerability Assessment Checklist to prompt vulnerable-client support needs and file evidence.
Complaint Response Timeline Tool: a free tool for registered advisers
Registered Verified Advisers can use the free Complaint Response Timeline Tool to create complaint deadline prompts and acknowledgement wording.
The UK financial adviser retirement wave: 30,241 directors are already 60 or older
Verified Advisers analysis of 80,623 UK advisory firms found 30,241 directors born in 1966 or earlier, putting succession and acquisition pressure into plain numbers.
The compliance paradox: 2,400 UK advisory firms are overdue on statutory accounts
A Verified Advisers scan found 3.01% of UK advisory firms with filing due-date data were overdue on their Companies House accounts.
The financial leader zodiac: March is the most common birth month for UK advisory directors
March narrowly beats January as the most common birth month among 114,368 directors in the latest Verified Advisers research sample.
UK advisory firm density mapped: London leads, followed by Manchester and Birmingham
Verified Advisers mapped advisory firm concentration by city, with London at 14,641 records, Manchester at 1,466 and Birmingham at 1,336.
The wealth of the high street: what balance sheet equity reveals about UK advisory firms
Verified Advisers found usable equity data for 64,796 advisory firm records, with London, Leeds and Manchester leading by total mapped equity.
The zero-employee practice: 11,453 advisory firms report no average employees
The research found 11,453 records with zero average employees, equal to 19.14% of records with usable employee data.
Director gender signals in UK advisory firms: male-coded titles still dominate the visible sample
Among director names with clear title-based gender signals, 80.21% were male-coded and 19.79% were female-coded.
The post-pandemic advisory firm wave: 27,027 mapped firms were incorporated from 2021 onward
Verified Advisers found 27,027 mapped advisory firm records incorporated from 2021 onward, compared with 53,289 pre-2020 records.
From Dr to MBE: 1,041 advisory firm directors carry visible professional or civic titles
Verified Advisers found 1,041 directors with visible Dr, MBE, OBE or Cllr title patterns in the latest research sample.
The advisory firm debt data gap: creditor extraction is still too sparse for a sector ranking
Only four records had usable creditors-due-within-one-year data, so Verified Advisers is not publishing a debt-risk ranking from this field yet.
Accountants: director retirement pressure in 2026
What the public records show about director retirement pressure among 72,377 accountancy firm records.
Accountants: statutory filing discipline in 2026
What the public records show about statutory filing discipline among 72,377 accountancy firm records.
Accountants: director birth-month distribution in 2026
What the public records show about director birth-month distribution among 72,377 accountancy firm records.
Accountants: regional supply in 2026
What the public records show about regional supply among 72,377 accountancy firm records.
Accountants: balance sheet equity benchmarks in 2026
What the public records show about balance sheet equity benchmarks among 72,377 accountancy firm records.
Accountants: zero-employee practices in 2026
What the public records show about zero-employee practices among 72,377 accountancy firm records.
Accountants: new firm formation in 2026
What the public records show about new firm formation among 72,377 accountancy firm records.
Accountants: director title signals in 2026
What the public records show about director title signals among 72,377 accountancy firm records.
Accountants: record coverage in 2026
What the public records show about record coverage among 72,377 accountancy firm records.
Accountants: market coverage in 2026
What the public records show about market coverage among 72,377 accountancy firm records.
Solicitors: director retirement pressure in 2026
What the public records show about director retirement pressure among 8,875 solicitor firm records.
Solicitors: statutory filing discipline in 2026
What the public records show about statutory filing discipline among 8,875 solicitor firm records.
Solicitors: director birth-month distribution in 2026
What the public records show about director birth-month distribution among 8,875 solicitor firm records.
Solicitors: regional supply in 2026
What the public records show about regional supply among 8,875 solicitor firm records.
Solicitors: balance sheet equity benchmarks in 2026
What the public records show about balance sheet equity benchmarks among 8,875 solicitor firm records.
Solicitors: zero-employee practices in 2026
What the public records show about zero-employee practices among 8,875 solicitor firm records.
Solicitors: new firm formation in 2026
What the public records show about new firm formation among 8,875 solicitor firm records.
Solicitors: director title signals in 2026
What the public records show about director title signals among 8,875 solicitor firm records.
Solicitors: record coverage in 2026
What the public records show about record coverage among 8,875 solicitor firm records.
Solicitors: market coverage in 2026
What the public records show about market coverage among 8,875 solicitor firm records.
FCA-regulated advisers: director retirement pressure in 2026
What the public records show about director retirement pressure among 19,490 FCA-regulated adviser records.
FCA-regulated advisers: statutory filing discipline in 2026
What the public records show about statutory filing discipline among 19,490 FCA-regulated adviser records.
FCA-regulated advisers: director birth-month distribution in 2026
What the public records show about director birth-month distribution among 19,490 FCA-regulated adviser records.
FCA-regulated advisers: regional supply in 2026
What the public records show about regional supply among 19,490 FCA-regulated adviser records.
FCA-regulated advisers: balance sheet equity benchmarks in 2026
What the public records show about balance sheet equity benchmarks among 19,490 FCA-regulated adviser records.
FCA-regulated advisers: zero-employee practices in 2026
What the public records show about zero-employee practices among 19,490 FCA-regulated adviser records.
FCA-regulated advisers: new firm formation in 2026
What the public records show about new firm formation among 19,490 FCA-regulated adviser records.
FCA-regulated advisers: director title signals in 2026
What the public records show about director title signals among 19,490 FCA-regulated adviser records.
FCA-regulated advisers: record coverage in 2026
What the public records show about record coverage among 19,490 FCA-regulated adviser records.
FCA-regulated advisers: market coverage in 2026
What the public records show about market coverage among 19,490 FCA-regulated adviser records.
Accountants vs solicitors vs financial advisers: director retirement pressure compared
A cross-sector comparison of accountants, solicitors and FCA-regulated advisers using Verified Advisers directory and Companies House-matched data.
Accountants vs solicitors vs financial advisers: statutory filing discipline compared
A cross-sector comparison of accountants, solicitors and FCA-regulated advisers using Verified Advisers directory and Companies House-matched data.
Accountants vs solicitors vs financial advisers: director birth-month distribution compared
A cross-sector comparison of accountants, solicitors and FCA-regulated advisers using Verified Advisers directory and Companies House-matched data.
Accountants vs solicitors vs financial advisers: regional supply density compared
A cross-sector comparison of accountants, solicitors and FCA-regulated advisers using Verified Advisers directory and Companies House-matched data.
Accountants vs solicitors vs financial advisers: balance sheet equity benchmarks compared
A cross-sector comparison of accountants, solicitors and FCA-regulated advisers using Verified Advisers directory and Companies House-matched data.
Accountants vs solicitors vs financial advisers: zero-employee operating models compared
A cross-sector comparison of accountants, solicitors and FCA-regulated advisers using Verified Advisers directory and Companies House-matched data.
Accountants vs solicitors vs financial advisers: post-pandemic incorporation trends compared
A cross-sector comparison of accountants, solicitors and FCA-regulated advisers using Verified Advisers directory and Companies House-matched data.
Accountants vs solicitors vs financial advisers: visible director titles and professional signals compared
A cross-sector comparison of accountants, solicitors and FCA-regulated advisers using Verified Advisers directory and Companies House-matched data.
Accountants vs solicitors vs financial advisers: data coverage and verification quality compared
A cross-sector comparison of accountants, solicitors and FCA-regulated advisers using Verified Advisers directory and Companies House-matched data.
Accountants vs solicitors vs financial advisers: directory coverage across the adviser market compared
A cross-sector comparison of accountants, solicitors and FCA-regulated advisers using Verified Advisers directory and Companies House-matched data.