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'

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    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 inflation. The Black Lives Matter movement, AAPI hate and anti-immigration sentiment also deeply impacted many. These consumers have persevered throughout it all,..."
    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 sense of pessimism regarding the wider economy. Despite inflation falling considerably, sustained higher interest rates pose an ongoing challenge for UK households. Many..."
    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 Analyst ..."
    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 ..."
    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, Senior Research Analyst ..."
    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 social initiatives to strengthen the sense of togetherness, will stand out. Dr. Jennifer Hendricks, Senior Analyst - Consumer Lifestyles, Germany..."
    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 ..."
    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 - Consumer Lifestyles ..."
    BNPL is a strong challenger to traditional credit products, and the cost-of-living crisis has made this option more appealing. Stefania Apostol, Innovation Analyst ..."
    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, Senior Research Analyst ..."
    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 for parents.Saptarshi Banerjee, Senior Research Analyst – Lifestyle, India ..."
    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. A Mintel Analyst, Global Analyst ..."