Independent financial advisers are prioritising attracting new clients this year, with more than two thirds (69%) of advisers saying bringing in new clients is a ‘high priority’ for 2026, new research has found.
The survey carried out by IFA network ValidPath found that half of independent advisers (50%) say the ability to identify, attract and
The poll found a third (31%) of advisers will look to partner with other professional services firms as a way of attracting and retaining more clients in 2026. Meanwhile, a fifth (20%) will host in-person events, and one in 10 plan to enhance their marketing efforts this year, including with paid digital advertising, social media campaigns and
When asked how they primarily source new clients, the majority (92%) of IFAs said they come from referrals from existing clients. Elsewhere, referrals from personal connections are the primary source of new clients for 43% of IFAs, closely followed by introducer arrangements with professionals, such as solicitors and accountants (36%).
Tim Riseborough, group operations director at ValidPath, said: “It is encouraging to see that so many IFAs are looking to actively grow their businesses and take on new clients this year. At the start of a year which promises much change for the sector, with the FCA’s rollout of a new targeted support and simplified advice regime, alongside wider technology-driven changes, this clear commitment to growth is testament to the strength, resilience and adaptability of IFAs.
“As our research shows, word of mouth and referrals have been key to lead generation and client acquisition for IFAs. As firms look to deliver the level of growth they are planning for 2026 and beyond, it is clear that many are complementing established channels by strengthening professional services partnerships and increasing their focus on proactive marketing activity.”
