Increasing the amount they invest is the most common financial resolution for the New Year (20%) while 19% of investors plan to speak to a financial adviser about their investments.

The research from equity investment trust Alliance Witan also showed that another 19% plan to stay more up to date with market performance.

Many investors are also looking to diversify their portfolios, with 11% planning to invest in a new sector or country, while another 11% are considering investing in a new asset class.

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The most likely to act, according to the study, are millennials (28-43-year-olds) with 35% planning to increase the amount they invest in 2026, with 26% planning to speak with a financial adviser.

A quarter (24%) of millennials plan to seek the help of AI platforms for guidance on investing decisions compared to the 11% average across respondents. Another quarter (24%) of millennials plan to take an educational course focused on finance and global markets, compared to 9% of investors on average.

Almost a fifth (18%) of millennials are also planning to follow financial influencers more closely, more than double the average of 7%.


Source: Alliance Witan

Mark Atkinson senior director at WTW, which manages the trust, said: “Recent market volatility may have inspired investors to rethink their strategies for 2026. Unsurprisingly, younger investors are spearheading the change, whether that’s by opting to diversify their portfolios or seek extra advice from qualified sources.

"These investors may still be finding their comfort zones while they work out the best investment strategies for their objectives, a luxury of having longer time horizons.”

• Research was conducted by Opinium on behalf of Alliance Witan from 13-17 November 2025. The study surveyed 1,000 UK investors including 75% with £25,000+, 50% with £100,00+ and 25% with £250,000+ in investable assets.