Perspectives on the UK wealth & advice market

UK Wealth Blog

Consolidation, advice, platforms and value. Where the UK wealth market is heading — and what it means for the firms competing, acquiring and integrating within it.

Featured · Market View

The great advice consolidation: who actually wins?

A wave of capital has reshaped UK wealth & advice. A clear-eyed look at where consolidation creates durable value — and where it simply moves cost around the balance sheet.

1 July 2026 · 7 min read Read the essay
Latest Writing
01 Consolidation

Buy-and-build in advice: the maths behind the multiple

Why acquirers pay up for advice firms, and the operational conditions that have to hold for the arbitrage to survive contact with reality.

24 Jun 2026 · 6 min
02 Platforms

The platform margin squeeze is only beginning

Falling basis-point pricing meets rising cost-to-serve. What the next phase of UK platform economics demands of scale and technology.

12 Jun 2026 · 5 min
03 Advice Models

Advice for the mass affluent: the unsolved problem

The advice gap remains stubbornly open. Where hybrid and technology-led models are finally starting to close it profitably.

30 May 2026 · 5 min
04 Integration

Why acquired advice firms lose their advisers

The single biggest destroyer of deal value in wealth is adviser and client attrition. The integration choices that prevent it.

18 May 2026 · 6 min
05 Regulation

Consumer Duty two years on: the strategic bill

Beyond compliance, the Duty is quietly reshaping product, pricing and who gets served. Reading it as a strategy signal, not a cost.

2 May 2026 · 7 min
06 Capital & Deals

Private equity in UK wealth: patient or impatient?

Sponsors have underwritten much of the consolidation. What their hold periods and exit routes tell us about the next 24 months.

19 Apr 2026 · 6 min

Thinking, delivered occasionally.

A short note when there's something worth saying — no cadence, no noise. Just reasoning worth your time.