Welcome to FinalytiQ

We are analysts, researchers and consultants. We spread the disinfectant of sunlight on the dark corners of investment and platform world.

We are a vibrant, insanely brilliant research consultancy working with financial planners, asset managers and wrap platforms.

Investment Propositions

We work with financial planning firms to create robust investment propositions. We currently influence well over £750M  of  client assets through our research  and due-diligence work for advisers.

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Research & Reports

We produce high-quality reports that enable advisers deliver client outcomes in a compelling and compliant way. From client-specific planning and recommendations reports to industry guides  and white papers, we’ve got it covered.

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Platform Consultancy

Through our market analysis and thought-leadership, we help platforms and asset managers identify their distinct advantages (and weaknesses) and build propositions that are fit for purpose.

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Clients: Those who have tasted a little bit of our AWESOMENESS!

David-Ferguson-Nucleus-e1429097394395
I’ve always enjoyed Abraham’s work – not many people manage to cut to the chase in such fine style. Although some may be uncomfortable with him turning over stones that they would prefer to remain untouched, his drive to improve future standards should be lauded and applauded rather than feared.
David Ferguson, Nucleus CEO

Latest Posts

Are Target Date Funds Complete Hogwash?

Are Target Date Funds Complete Hogwash?

Target Date Funds are becoming increasingly popular in the UK. The UK market is still very small (only around 0.5% of the DC market) but its expected to top £10 billion by 2018, with products such as BlackRock LifePath, State Street Timewise and Alliance... read more
IFP/CISI Merger: A marriage made in heaven?

IFP/CISI Merger: A marriage made in heaven?

Last week the board of the Institute of Financial Planning started a 4 week consultation with its members in view of its proposed merger with the Chartered Institute of Securities and Investments. The board will decide on the 4th of September. Talking to financial... read more
BlackRock’s Big Bonanza

BlackRock’s Big Bonanza

Just as I’m about to head off on holiday after wrapping up our Evolution of Passive and Strategic Beta Investing Report, folks at BlackRock’s padded City offices hit us with a price cut across a number of their passive fund range. This is great news for... read more