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Personal Finance

Financial Planning and Advice Market Research

Mintel’s Financial Planning and Advice market research combines the latest consumer intelligence and expert recommendations to help you understand consumers’ spending habits and financial priorities.

Our reports can help you:

Understand your market
Identify growth opportunities
Recognise future trends

Related to: 'Financial Planning and Advice'

Related to: 'Financial Planning and Advice'

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    UK Managing Household Finances Consumer Report 2025

    Market Intelligence ReportsFinancial Planning and AdviceUK
    Early financial education plays a vital role in shaping individuals' ability and confidence in managing money effectively as adults. Financial services brands can take an active role both..."

    £ 2,195 (Excl.Tax)

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    UK Consumers and Financial Advice Consumer Report 2025

    Market Intelligence ReportsFinancial Planning and AdviceUK
    69% of adults report having sought financial advice, although 18-34s often confuse informal guidance from friends, family, or social media with professional advice. This highlights a significant gap..."

    £ 2,195 (Excl.Tax)

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    Canada Retirement Planning Market Report 2024

    Market Intelligence ReportsFinancial Planning and AdviceCanada
    Retirement planning engagement is low despite high product ownership. This disconnect highlights the need to connect retirement savings to immediate financial goals, making planning more relevant. Many lack..."

    £ 3,695 (Excl.Tax)

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    Multicultural America: Financial Outlook and Building Wealth Consumer Report 2024

    Market Intelligence ReportsFinancial Planning and AdviceUS
    The last five years has brought both hardship and opportunity to multicultural consumers. In addition to its human toll, COVID led to disproportionate job loss, followed by high..."

    £ 3,695 (Excl.Tax)

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    UK Consumer Financial Resilience Report 2024

    Market Intelligence ReportsFinancial Planning and AdviceUK
    As the UK starts to recover from the cost of living crisis, consumer sentiment is mixed, with a cautious rise in optimism about personal finances contrasting a sustained..."

    £ 2,195 (Excl.Tax)

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    US Family Finance Consumer Report 2024

    Market Intelligence ReportsFinancial Planning and AdviceUS
    Parents are broadening the financial guidance they give to their children, de-emphasizing savings in favor of a more comprehensive discussion of credit and debt. Patrick Rahlfs, Senior Research..."

    £ 3,695 (Excl.Tax)

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    UK Consumers and Financial Advice Consumer Report 2024

    Market Intelligence ReportsFinancial Planning and AdviceUK
    Rising living costs and interest rates have increased demand for financial advice. Affordability remains a challenge but low-cost digital solutions can help. Saltanat Kuermannal, Financial Services Analyst ..."

    £ 2,195 (Excl.Tax)

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    German Consumers and the Economic Outlook 2024

    Market Intelligence ReportsConsumer InsightsFinancial Planning and AdviceGermany
    Germans are expecting another year of squeezed budgets. Brands that support them in improving their financial and emotional resilience, for example with insurance cover for everyday essentials or..."

    £ 2,195 (Excl.Tax)

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    UK Charitable Giving Consumer Report 2023

    Market Intelligence ReportsConsumer InsightsFinancial Planning and AdviceUK
    Charities are navigating a challenging giving environment, but can focus on embracing flexible donating and volunteering, building trust and engaging young donors. Francesca Smith, Senior Research Analyst -..."

    £ 2,195 (Excl.Tax)

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    US Gen Z, Millennials and Finance Consumer Report 2023

    Market Intelligence ReportsFinancial Planning and AdviceUS
    As Gen Z consumers look to build wealth and travel in the next year, Millennials strategize how best to handle existing debt with expanding financial obligations. Patrick Rahlfs,..."

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    India Consumer Spending Priorities Market Report 2023

    Market Intelligence ReportsFinancial Planning and AdviceIndia
    In an uncertain economy, Indians seek respite in pleasure and enjoyment while looking for ways to cut costs in the long run; preventative healthcare has become a priority..."

    £ 2,195 (Excl.Tax)

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    UK Consumer Attitudes towards Debt and Credit 2023

    Market Intelligence ReportsFinancial Planning and AdviceUK
    Consumer lending is set to expand further in 2023, driven by rising use of credit cards and overdrafts as people look to navigate the cost of living crisis. "

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