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

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    UK Managing Household Finances Consumer Report 2025

    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..."

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    UK Consumers and Financial Advice Consumer Report 2025

    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..."

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    German Consumers and the Economic Outlook 2025

    75% of Germans think the high cost of living will remain a major issue in Germany in 2025. Even though inflation has bounced..."

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    Canada Retirement Planning Market Report 2024

    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..."

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    Multicultural America: Financial Outlook and Building Wealth Consumer Report 2024

    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..."

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    UK Consumer Financial Resilience Report 2024

    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..."

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    US Family Finance Consumer Report 2024

    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..."

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    UK Consumers and Financial Advice Consumer Report 2024

    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 ..."

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    Canadian Consumers and the Economic Outlook 2024

    Rising interest rates have been felt by consumers, forcing cutbacks in spend and a focus on debt. Optimistic outlooks persist, sustaining hope for growth in 2024. Patrick Rahlfs,..."

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    German Consumers and the Economic Outlook 2024

    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..."

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    UK Financial Education Market Report 2023

    Financial education will increasingly become embedded within the customer experience as Consumer Duty rules place greater emphasis on understanding and support. A Mintel Analyst, Global Analyst ..."

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    UK Charitable Giving Consumer Report 2023

    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 -..."

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