2025 planning: what are the most popular times for financial advice? 

What month saw the highest demand for financial advice?  

By analysing over 90,000 enquires sent through the platform, Unbiased found that January was the most popular month for financial advice in 2024.  

Around 11% of overall enquiries in 2024 came through in January, as thousands in the UK kickstarted their year seeking out professional financial advice.  

October came in second place, with consumers likely spurred on by the Autumn Budget announcement and the changes it introduced.  

What day did most consumers seek financial advice?  

2 January was the most in-demand day for financial advice enquiries in 2024, with the majority of consumers starting their year by thinking about their finances.  

In fact, January saw eight of the top 10 most popular days, with the most in-demand week being the week commencing 1 January.  

11 March and 5 February rounded off the top 10.  

Monday 5 February, was the first Monday after the self-assessment tax deadline (31 January). Monday 11 March, was only a couple of days after the Spring Budget, which may explain their popularity.  

When Unbiased looked at the 10 most popular times for requesting financial advice via the platform, Mondays dominated half of the top spots. They accounted for around 18% of overall enquiries in 2024, closely followed by Tuesdays and Wednesdays.   

Here are the most in-demand days for financial advice in 2024:   

This data shows that consumers are more proactive about getting their finances in order during the first month of the year, which is likely due to high intent during this period.  

It also shows how significant financial dates, such as a Budget or tax deadline, can often be the push people need to seek expert advice.   

Unbiased experienced an increase in financial advice enquiries this year after the General Election and Autumn Budget, as thousands sought advice amid significant planned tax changes.    

What is the most time for financial advice?   

As mentioned, Mondays were the most popular day to get financial advice, with 11am on Mondays the most in-demand time.   

Other popular times on a Monday included 10am, midday, 1pm, and 2pm.  

11am was also the top time to seek financial advice on Tuesdays and Wednesdays.    

11am is often seen as the most productive part of the working day, according to research from workplace collaboration tool Redbooth and office space provider workthere. 

So it’s unsurprising that the majority of people would choose to seek financial advice at this time.

Here is a breakdown of the top 10 times for financial advice in 2024:   

What does this mean for your 2025 planning?  

This research shows that demand for financial advice will likely surge in the first few months of 2025, with thousands of enquiries likely to be seen in January through the Unbiased platform.  

Unbiased’s data implies the majority of consumers kick off the year wanting to get their finances in order. This popularity leads us to believe intent will be high during this time.  

This means advisers – be they financial advisers, mortgage brokers, or accountants – need to be ready to accept and implement the right tools and processes to convert leads effectively during this period.  

It would also be beneficial to reach out to existing clients during this period about revisiting their financial plans.  

Looking ahead to the rest of 2025, March was another popular month in 2024, suggesting more demand may also emerge as the UK prepares to navigate the new tax year.   

Big events, such as Budget announcements or other tax deadlines, should also be marked as potential times when your services will be in demand.  

Want to work with Unbiased? 

For over 10 years, Unbiased has played an instrumental role in creating a greater number of connections between consumers and advisers.   

In 2023 alone, the platform’s referrals have brought around £15 billion worth of assets under management (AUM) into the industry, 75% of which was from investors who have never used a financial adviser before. 

Unbiased Pro will help you grow your firm by matching you with suitable clients, delivering them straight to your inbox, and giving you all the tools you need to convert leads into loyal customers.