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UK Financial Advisor Database 2007

Published by: Datamonitor

Published: Aug. 20, 2007


Table of Contents


UK FINANCIAL ADVISORS DATABASE 2007

CATALYST

SUMMARY

INTRODUCTION

Database content

APPENDIX

Definitions

IFA firm types

Gross Annual IFA Turnover

% fee based revenue

% of market turnover by product area

Appointed representatives

IFA sales people

Methodology

Products included under each product type grouping:

Life Assurance

Personal Pensions

Group Pensions

Retirement Planning

Investment Bonds

ISAs

Unit Trusts, OEICSs and Hedge Funds

Investment Trusts

Manager of Investments

Direct Investments

Corporate Finance

Traded Endowments

Other Investment Activities

Ask the analyst

Datamonitor consulting

Disclaimer

Abstract

Introduction

This database provides information on turnover, business activities and structure of the UK Financial Advice market. It utilizes data from Matrix-Data and provides a picture of how the Financial Advice market has developed over the last 5 years. It also utilizes information from Datamonitor's quarterly survey of IFAs to give advisors' views of products and providers in the market.

Scope

Highlights

Reasons to Purchase

View the number of IFAs operating in various sectors of the market and what turnover they contribute to the overall market Provides data on the product areas that are key to the turnover of Financial Advisors View how companies are perceived and how these perceptions vary between those IFAs who deal with HNW and non-HNW clients.

Please Note:This is delivered as an Excel file.

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