Niches
What is a typical UK adviser book size?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
What is a typical UK adviser book size?
80-180 active clients per adviser with 20-120m pounds AUM, depending on specialism. HNW books sit at 30-80 clients; mass-affluent at 150-250.
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By adviser type
- HNW / wealth: 30-80 clients, 80-300m pounds AUM
- Chartered / holistic: 80-180 clients, 40-180m pounds AUM
- Mass-affluent: 150-250 clients, 20-100m pounds AUM
- Protection-only: 400+ policies, commission-led
Capacity signal
Above 180 active clients, service slips - hire paraplanning or a junior adviser before scaling marketing further.
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