Global Personal Financial Planning Service Market Growth (Status and Outlook) 2024-2030

Publication ID:

LPI11243155

Publication Date:

November 19, 2024

Pages:

114

Publisher:

LPI

Countries:

Global [1]

USD 3,660.00

IT Services [2]

Software [3]

Computing & Electronics [4]

Description:

Personal Financial Planning Service is a professional service that helps individuals or families manage their financial resources. The service covers areas such as financial goal setting, budget management, investment planning, tax optimization, retirement planning, insurance needs assessment and estate planning. Through financial planning, clients are better able to achieve financial stability and future goals. The service is usually provided by a certified financial planner (CFP) or financial advisor to develop a customized financial strategy for the client.
The global Personal Financial Planning Service market size is projected to grow from US$ million in 2024 to US$ million in 2030; it is expected to grow at a CAGR of %from 2024 to 2030.
The 鈥淧ersonal Financial Planning Service Industry Forecast鈥� looks at past sales and reviews total world Personal Financial Planning Service sales in 2022, providing a comprehensive analysis by region and market sector of projected Personal Financial Planning Service sales for 2023 through 2029. With Personal Financial Planning Service sales broken down by region, market sector and sub-sector, this report provides a detailed analysis in US$ millions of the world Personal Financial Planning Service industry.
This Insight Report provides a comprehensive analysis of the global Personal Financial Planning Service landscape and highlights key trends related to product segmentation, company formation, revenue, and market share, latest development, and M&A activity. This report also analyses the strategies of leading global companies with a focus on Personal Financial Planning Service portfolios and capabilities, market entry strategies, market positions, and geographic footprints, to better understand these firms鈥� unique position in an accelerating global Personal Financial Planning Service market.
This Insight Report evaluates the key market trends, drivers, and affecting factors shaping the global outlook for Personal Financial Planning Service and breaks down the forecast by Type, by Application, geography, and market size to highlight emerging pockets of opportunity. With a transparent methodology based on hundreds of bottom-up qualitative and quantitative market inputs, this study forecast offers a highly nuanced view of the current state and future trajectory in the global Personal Financial Planning Service.
United States market for Personal Financial Planning Service is estimated to increase from US$ million in 2023 to US$ million by 2030, at a CAGR of % from 2024 through 2030.
China market for Personal Financial Planning Service is estimated to increase from US$ million in 2023 to US$ million by 2030, at a CAGR of % from 2024 through 2030.
Europe market for Personal Financial Planning Service is estimated to increase from US$ million in 2023 to US$ million by 2030, at a CAGR of % from 2024 through 2030.
Global key Personal Financial Planning Service players cover Evelyn Partners, Atomos, Acumen Financial, Citizens Advice, Buzzacott, etc. In terms of revenue, the global two largest companies occupied for a share nearly % in 2023.
This report presents a comprehensive overview, market shares, and growth opportunities of Personal Financial Planning Service market by product type, application, key players and key regions and countries.
Segmentation by Type:
Investment Planning
Retirement Planning
Tax Planning
Insurance Planning
Others
Segmentation by Application:
Risk Management
Investment Optimization
Others
This report also splits the market by region:
Americas
United States
Canada
Mexico
Brazil
APAC
China
Japan
Korea
Southeast Asia
India
Australia
Europe
Germany
France
UK
Italy
Russia
Middle East & Africa
Egypt
South Africa
Israel
Turkey
GCC Countries
Segmentation by Type:
Investment Planning
Retirement Planning
Tax Planning
Insurance Planning
Others
Segmentation by Application:
Risk Management
Investment Optimization
Others
This report also splits the market by region:
Americas
United States
Canada
Mexico
Brazil
APAC
China
Japan
Korea
Southeast Asia
India
Australia
Europe
Germany
France
UK
Italy
Russia
Middle East & Africa
Egypt
South Africa
Israel
Turkey
GCC Countries
The below companies that are profiled have been selected based on inputs gathered from primary experts and analyzing the company's coverage, product portfolio, its market penetration.
Evelyn Partners
Atomos
Acumen Financial
Citizens Advice
Buzzacott
LIFT-Financial
MoneyHelper
Mazars
Fidelity Investments
Charles Schwab
Edward Jones
Betterment

Please Note - This is an on demand report and will be delivered in 2 business days (48 hours) post payment.

Table Of Contents:

1 Scope of the Report
1.1 Market Introduction
1.2 Years Considered
1.3 Research Objectives
1.4 Market Research Methodology
1.5 Research Process and Data Source
1.6 Economic Indicators
1.7 Currency Considered
1.8 Market Estimation Caveats
2 Executive Summary
2.1 World Market Overview
2.1.1 Global Personal Financial Planning Service Market Size 2019-2030
2.1.2 Personal Financial Planning Service Market Size CAGR by Region (2019 VS 2023 VS 2030)
2.1.3 World Current & Future Analysis for Personal Financial Planning Service by Country/Region, 2019, 2023 & 2030
2.2 Personal Financial Planning Service Segment by Type
2.2.1 Investment Planning
2.2.2 Retirement Planning
2.2.3 Tax Planning
2.2.4 Insurance Planning
2.2.5 Others
2.3 Personal Financial Planning Service Market Size by Type
2.3.1 Personal Financial Planning Service Market Size CAGR by Type (2019 VS 2023 VS 2030)
2.3.2 Global Personal Financial Planning Service Market Size Market Share by Type (2019-2024)
2.4 Personal Financial Planning Service Segment by Application
2.4.1 Risk Management
2.4.2 Investment Optimization
2.4.3 Others
2.5 Personal Financial Planning Service Market Size by Application
2.5.1 Personal Financial Planning Service Market Size CAGR by Application (2019 VS 2023 VS 2030)
2.5.2 Global Personal Financial Planning Service Market Size Market Share by Application (2019-2024)
3 Personal Financial Planning Service Market Size by Player
3.1 Personal Financial Planning Service Market Size Market Share by Player
3.1.1 Global Personal Financial Planning Service Revenue by Player (2019-2024)
3.1.2 Global Personal Financial Planning Service Revenue Market Share by Player (2019-2024)
3.2 Global Personal Financial Planning Service Key Players Head office and Products Offered
3.3 Market Concentration Rate Analysis
3.3.1 Competition Landscape Analysis
3.3.2 Concentration Ratio (CR3, CR5 and CR10) & (2022-2024)
3.4 New Products and Potential Entrants
3.5 Mergers & Acquisitions, Expansion
4 Personal Financial Planning Service by Region
4.1 Personal Financial Planning Service Market Size by Region (2019-2024)
4.2 Global Personal Financial Planning Service Annual Revenue by Country/Region (2019-2024)
4.3 Americas Personal Financial Planning Service Market Size Growth (2019-2024)
4.4 APAC Personal Financial Planning Service Market Size Growth (2019-2024)
4.5 Europe Personal Financial Planning Service Market Size Growth (2019-2024)
4.6 Middle East & Africa Personal Financial Planning Service Market Size Growth (2019-2024)
5 Americas
5.1 Americas Personal Financial Planning Service Market Size by Country (2019-2024)
5.2 Americas Personal Financial Planning Service Market Size by Type (2019-2024)
5.3 Americas Personal Financial Planning Service Market Size by Application (2019-2024)
5.4 United States
5.5 Canada
5.6 Mexico
5.7 Brazil
6 APAC
6.1 APAC Personal Financial Planning Service Market Size by Region (2019-2024)
6.2 APAC Personal Financial Planning Service Market Size by Type (2019-2024)
6.3 APAC Personal Financial Planning Service Market Size by Application (2019-2024)
6.4 China
6.5 Japan
6.6 South Korea
6.7 Southeast Asia
6.8 India
6.9 Australia
7 Europe
7.1 Europe Personal Financial Planning Service Market Size by Country (2019-2024)
7.2 Europe Personal Financial Planning Service Market Size by Type (2019-2024)
7.3 Europe Personal Financial Planning Service Market Size by Application (2019-2024)
7.4 Germany
7.5 France
7.6 UK
7.7 Italy
7.8 Russia
8 Middle East & Africa
8.1 Middle East & Africa Personal Financial Planning Service by Region (2019-2024)
8.2 Middle East & Africa Personal Financial Planning Service Market Size by Type (2019-2024)
8.3 Middle East & Africa Personal Financial Planning Service Market Size by Application (2019-2024)
8.4 Egypt
8.5 South Africa
8.6 Israel
8.7 Turkey
8.8 GCC Countries
9 Market Drivers, Challenges and Trends
9.1 Market Drivers & Growth Opportunities
9.2 Market Challenges & Risks
9.3 Industry Trends
10 Global Personal Financial Planning Service Market Forecast
10.1 Global Personal Financial Planning Service Forecast by Region (2025-2030)
10.1.1 Global Personal Financial Planning Service Forecast by Region (2025-2030)
10.1.2 Americas Personal Financial Planning Service Forecast
10.1.3 APAC Personal Financial Planning Service Forecast
10.1.4 Europe Personal Financial Planning Service Forecast
10.1.5 Middle East & Africa Personal Financial Planning Service Forecast
10.2 Americas Personal Financial Planning Service Forecast by Country (2025-2030)
10.2.1 United States Market Personal Financial Planning Service Forecast
10.2.2 Canada Market Personal Financial Planning Service Forecast
10.2.3 Mexico Market Personal Financial Planning Service Forecast
10.2.4 Brazil Market Personal Financial Planning Service Forecast
10.3 APAC Personal Financial Planning Service Forecast by Region (2025-2030)
10.3.1 China Personal Financial Planning Service Market Forecast
10.3.2 Japan Market Personal Financial Planning Service Forecast
10.3.3 Korea Market Personal Financial Planning Service Forecast
10.3.4 Southeast Asia Market Personal Financial Planning Service Forecast
10.3.5 India Market Personal Financial Planning Service Forecast
10.3.6 Australia Market Personal Financial Planning Service Forecast
10.4 Europe Personal Financial Planning Service Forecast by Country (2025-2030)
10.4.1 Germany Market Personal Financial Planning Service Forecast
10.4.2 France Market Personal Financial Planning Service Forecast
10.4.3 UK Market Personal Financial Planning Service Forecast
10.4.4 Italy Market Personal Financial Planning Service Forecast
10.4.5 Russia Market Personal Financial Planning Service Forecast
10.5 Middle East & Africa Personal Financial Planning Service Forecast by Region (2025-2030)
10.5.1 Egypt Market Personal Financial Planning Service Forecast
10.5.2 South Africa Market Personal Financial Planning Service Forecast
10.5.3 Israel Market Personal Financial Planning Service Forecast
10.5.4 Turkey Market Personal Financial Planning Service Forecast
10.6 Global Personal Financial Planning Service Forecast by Type (2025-2030)
10.7 Global Personal Financial Planning Service Forecast by Application (2025-2030)
10.7.1 GCC Countries Market Personal Financial Planning Service Forecast
11 Key Players Analysis
11.1 Evelyn Partners
11.1.1 Evelyn Partners Company Information
11.1.2 Evelyn Partners Personal Financial Planning Service Product Offered
11.1.3 Evelyn Partners Personal Financial Planning Service Revenue, Gross Margin and Market Share (2019-2024)
11.1.4 Evelyn Partners Main Business Overview
11.1.5 Evelyn Partners Latest Developments
11.2 Atomos
11.2.1 Atomos Company Information
11.2.2 Atomos Personal Financial Planning Service Product Offered
11.2.3 Atomos Personal Financial Planning Service Revenue, Gross Margin and Market Share (2019-2024)
11.2.4 Atomos Main Business Overview
11.2.5 Atomos Latest Developments
11.3 Acumen Financial
11.3.1 Acumen Financial Company Information
11.3.2 Acumen Financial Personal Financial Planning Service Product Offered
11.3.3 Acumen Financial Personal Financial Planning Service Revenue, Gross Margin and Market Share (2019-2024)
11.3.4 Acumen Financial Main Business Overview
11.3.5 Acumen Financial Latest Developments
11.4 Citizens Advice
11.4.1 Citizens Advice Company Information
11.4.2 Citizens Advice Personal Financial Planning Service Product Offered
11.4.3 Citizens Advice Personal Financial Planning Service Revenue, Gross Margin and Market Share (2019-2024)
11.4.4 Citizens Advice Main Business Overview
11.4.5 Citizens Advice Latest Developments
11.5 Buzzacott
11.5.1 Buzzacott Company Information
11.5.2 Buzzacott Personal Financial Planning Service Product Offered
11.5.3 Buzzacott Personal Financial Planning Service Revenue, Gross Margin and Market Share (2019-2024)
11.5.4 Buzzacott Main Business Overview
11.5.5 Buzzacott Latest Developments
11.6 LIFT-Financial
11.6.1 LIFT-Financial Company Information
11.6.2 LIFT-Financial Personal Financial Planning Service Product Offered
11.6.3 LIFT-Financial Personal Financial Planning Service Revenue, Gross Margin and Market Share (2019-2024)
11.6.4 LIFT-Financial Main Business Overview
11.6.5 LIFT-Financial Latest Developments
11.7 MoneyHelper
11.7.1 MoneyHelper Company Information
11.7.2 MoneyHelper Personal Financial Planning Service Product Offered
11.7.3 MoneyHelper Personal Financial Planning Service Revenue, Gross Margin and Market Share (2019-2024)
11.7.4 MoneyHelper Main Business Overview
11.7.5 MoneyHelper Latest Developments
11.8 Mazars
11.8.1 Mazars Company Information
11.8.2 Mazars Personal Financial Planning Service Product Offered
11.8.3 Mazars Personal Financial Planning Service Revenue, Gross Margin and Market Share (2019-2024)
11.8.4 Mazars Main Business Overview
11.8.5 Mazars Latest Developments
11.9 Fidelity Investments
11.9.1 Fidelity Investments Company Information
11.9.2 Fidelity Investments Personal Financial Planning Service Product Offered
11.9.3 Fidelity Investments Personal Financial Planning Service Revenue, Gross Margin and Market Share (2019-2024)
11.9.4 Fidelity Investments Main Business Overview
11.9.5 Fidelity Investments Latest Developments
11.10 Charles Schwab
11.10.1 Charles Schwab Company Information
11.10.2 Charles Schwab Personal Financial Planning Service Product Offered
11.10.3 Charles Schwab Personal Financial Planning Service Revenue, Gross Margin and Market Share (2019-2024)
11.10.4 Charles Schwab Main Business Overview
11.10.5 Charles Schwab Latest Developments
11.11 Edward Jones
11.11.1 Edward Jones Company Information
11.11.2 Edward Jones Personal Financial Planning Service Product Offered
11.11.3 Edward Jones Personal Financial Planning Service Revenue, Gross Margin and Market Share (2019-2024)
11.11.4 Edward Jones Main Business Overview
11.11.5 Edward Jones Latest Developments
11.12 Betterment
11.12.1 Betterment Company Information
11.12.2 Betterment Personal Financial Planning Service Product Offered
11.12.3 Betterment Personal Financial Planning Service Revenue, Gross Margin and Market Share (2019-2024)
11.12.4 Betterment Main Business Overview
11.12.5 Betterment Latest Developments
12 Research Findings and Conclusion

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