Skip to main content
Compliance

How does Consumer Duty affect financial adviser marketing?

Last reviewed 22 April 2026 · Reviewed by Jake McQuillan

Quick answer

How does Consumer Duty affect financial adviser marketing?

Consumer Duty requires all marketing to be fair, clear, not misleading, aligned to target market and delivering good outcomes - meaning claims, risk balance and pricing transparency are scrutinised.

Want us to do this for your firm?
Get a compliant lead-gen plan tailored to your niche and compliance setup.
Book a discovery call

Four outcomes applied

  1. Products and services: promote only to defined target market
  2. Price and value: show fair value, avoid hidden cost framing
  3. Consumer understanding: plain English, balanced risk
  4. Consumer support: accessible next steps and complaint routes

Practical changes

  • Update target market statements in ad sign-off
  • Replace "guaranteed" / "secure" language
  • Log outcome reviews quarterly
Was this useful?
JM
Reviewed by
Jake McQuillan
Founder at Platinum Prospects
Last reviewed 22 April 2026

Ask your own question

Describe your firm’s situation and we’ll reply with a tailored answer and benchmarks.

We’ll email you once with an answer. No marketing sequences.