The Why

The industry is shifting – and fast.

After years of volatility, clients are more open than ever to changing advisers or bringing new ones into their circle of trust. They’re armed with more information, more choices and higher expectations in an investing world that’s only getting more complex.

At the same time, advisers and wealth managers are facing a perfect storm:

1. Delivering regulated advice that meets evolving client needs.
2. Navigating rapid tech innovation and digital disruption.
3. Staying ahead of the competition – from neobanks to FinTechs.

In this environment, it’s never been more important to clearly define your value – both to your clients and to the regulator. You’re not just providing advice; you’re a trusted voice in an increasingly crowded space.

That’s where Fig comes in.

We help financial advisers and wealth managers respond to these challenges with clarity and confidence – whether that’s by refining your marketing, building stronger digital touch points or evolving your proposition to reflect your specialist strengths.

Sometimes that means simple things, like improving multi-channel engagement. Sometimes it means bigger shifts – like moving away from a ‘one-stop-shop’ message to a sharper, more focused brand strategy that reflects your unique value in a collaborative advice landscape.

Whatever you need, we’re here to help you stay relevant, trusted and future-ready.