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DIY persona report

DIY Persona Report 2026

How well do you understand your customers and segments?

Our latest report surveys over 8,400 D2C platform investors, to uncover six distinct personas in the evolving DIY investor market. Find out who they are, what makes them tick and what they are looking for when engaging with their savings and investments.

We’re now in a very different environment to even a few years ago – competition is strong and propositions have evolved.

1 in 3 UK adults are now investors and AUA on D2C platforms has surpassed £572 billion. It is key to know who these investors are and what differentiates them not only from non-investors, but more importantly, between each other.

Key sections covered

This report is for

Platforms providers, product distributors and market strategists seeking:

➤ Clear, reliable insights

➤ To understand their investor profiles: behaviours, attitudes and needs

➤ To identify a future target market

➤ To understand how a firm’s current customer base fits within the broader market

➤ To size the commercial opportunity of targeting certain groups across different time frames

➤ To inform communications, marketing and partnership strategies based on a better understanding of investors

Get in touch with us to buy the report

Please contact enquiries@boringmoney.co.uk for more information or to request a call with the research team.

Sources

  1. Survey data from 8,419 DIY platform users, collected between June 2025 and February 2026.

  2. Segments of DIY platform users were set on age, gender and region to ensure a representative UK sample.

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Independent, data-led insight into the investment, pensions, and wealth markets, backed by surveys of 25,000+ consumers every year.

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➤ Clear analysis of market trends, value and consumer behaviour

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