Over two thirds (69%) of independent financial advisers (IFAs) have stated that attracting new clients is a high priority for 2026, research by ValidPath has found.

The network’s latest members’ poll found that 93% of IFAs surveyed have an optimistic outlook for the year ahead, with 27% feeling extremely optimistic.

When asked about their priority focus for the year, 69% cited client growth as a high priority, while 66% said that profitable growth was their primary focus.

Furthermore, 50% highlighted the ability to identify, attract and retain clients as a key factor in impacting their outlook for their business and the wider advice sector, demonstrating the importance of lead generation.

When asked how they primarily source new clients, 92% of IFAs said they use referrals from existing clients. ValidPath said that this demonstrates the value of strong relationships and reflects the attitudes of 68% of IFAs who believe that effective client management requires a personal relationship.

Looking ahead, the ValidPath research showed many IFAs are planning to adapt their approach to attracting and retaining clients.

Almost a third (31%) plan to partner with other professional services firms this year, while 20% will host in-person events. A further 10% plan to enhance their marketing efforts this year, including paid digital advertising, social media campaigns and purchasing leads.

Group operations director at ValidPath, Tim Riseborough, said it was encouraging to see IFAs looking to actively grow their business in 2026.

He added: "At the start of a year which promises much change for the sector, with the FCA’s rollout of a new targeted support and simplified advice regime, alongside wider technology-driven changes, this clear commitment to growth is testament to the strength, resilience and adaptability of IFAs.

"As firms look to deliver the level of growth they are planning for 2026 and beyond, it is clear that many are complementing established channels by strengthening professional services partnerships and increasing their focus on proactive marketing activity."

---