Meaning of Value: our 2025 research and insights
In today’s market, understanding what ‘value’ means to each of your clients has become essential. Value is personal and subjective. What one client values most might hold different importance to another.
Our third annual study looking at the meaning of value, offers a unique look at what clients genuinely care about, from their service expectations and views on AI, to their attitudes towards market speculation.
We aim to provide new insights into what consumers perceive as value when purchasing products or services, and what they value most from advisers. This report explores both client and adviser perspectives showing where there is alignment between both on what constitutes value.
Key findings from our report
- 68% of consumers paying for advice say it represents good or excellent value for money, up from 53% since 2023.
- Over half (55%) of high-income (£60k+) consumers are using AI services to help manage their finances.
- Consumers value good service (37%) and trust (33%) the most when it comes to their financial services providers.
Read our full report
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