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Why Young Investors Need a New Kind of Adviser

Why Young Investors Need
A New Kind of Adviser

The way financial advice is approached in the UK is changing, driven by a new wave of young investors who are keen to take control of their financial futures. As of 2025, 54% of UK adults have made investments, and a large share of these investors are under 35. As the wealth landscape continues to shift, there’s a growing opportunity to engage a new generation of investors—many of whom are seeking guidance but remain underserved. By proactively connecting with these future clients, advisers can position themselves to build long-lasting relationships and strengthen their business for the years ahead. Here are a few ways to better understand and engage with the next generation of investors:

Understand the modern young investor

Today’s young investors are characterised by their digital fluency and swift decision-making processes. A survey by the Financial Conduct Authority found that two-thirds of young investors make investment decisions in less than 24 hours, with 14% finalising choices in under an hour.

This rapid approach is facilitated by their comfort with technology and access to a plethora of online resources.

Moreover, young investors display a strong inclination towards ethical and sustainable investments. Environmental, Social, and Governance factors significantly influence their investment choices, reflecting a desire to align financial decisions with personal values. This demographic is also more likely to explore alternative assets, including cryptocurrencies and innovative investment platforms.

Build trust through transparency

Establishing trust with young investors necessitates a commitment to transparency and education. Providing clear, accessible information about investment products and services is paramount. Educational initiatives, such as webinars, explainer videos, and informative articles, can simplify financial topics, enabling younger clients to make more informed decisions.

Transparency in fee structures is equally crucial. Young clients appreciate straightforward pricing without hidden charges, fostering a sense of trust and reliability. By clearly outlining costs and potential returns, advisers can build lasting relationships with this discerning clientele.

Leverage technology to connect

Use technology to your advantage. It is essential to engage effectively with young investors. Ensuring services are accessible through user-friendly websites and/or mobile applications aligns with the digital habits of this generation. A robust online presence not only enhances accessibility but also demonstrates a commitment to innovation and client convenience. Social media platforms offer additional avenues for connection. Active engagement on channels like Instagram, X (formerly Twitter), and LinkedIn allows advisers to share insights, address queries, and foster a sense of community. This approach not only showcases expertise but also humanises the advisory relationship, making it more relatable to younger audiences.

Align with their values

The modern young investor places significant emphasis on aligning investments with personal values. Offering portfolios that prioritise ESG factors can attract clients committed to responsible investing. However, authenticity is key over here. Advisers must ensure that these offerings are backed by genuine data and not merely superficial claims. By providing investment options that reflect the ethical considerations of young investors, advisers can differentiate themselves in a competitive market. This alignment creates deeper client relationships and positions advisers as partners in both financial growth and social responsibility.

Adapt to the flexible advisory model

Traditional advisory models may require adaptation to meet the needs of younger clients. Flexible services, such as lower investment minimums or subscription-based models, can accommodate those at the beginning of their financial journeys.

How Consenta can help you

At Consenta, we understand that the next generation of investors expects more than just financial advice, they want a partner who speaks their language, embraces technology, and aligns with their values. That’s why we help financial advisers unburden their back-office operations to better serve their younger clients.

With our expertise in paraplanning and client review services, advisers are better equipped to deliver the clarity and transparency that today’s younger investors expect. By leveraging digital tools and data-driven insights, we support firms in staying ahead in an evolving market, making financial advice more accessible, engaging, and relevant for the investors of tomorrow.

Want to see how we can support your firm? Let’s talk.

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