UK Financial Advisor Database 2007: Industry Report

UK Financial Advisor Database 2007

Product Type: Market Research Report
Published by: Datamonitor
Published: August 2007
Product Code: R313-24692

Description

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.

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

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