a vibrant, irreverent and evidence-based research consultancy working with financial planners and providers to improve client outcomes.

What we do for financial advisers, platforms and asset managers

Investment Propositions

We work with financial planning firms to create robust evidence-based investment propositions. We influence well over £1billion of client assets through our research and due-diligence work for advisers.

Rating & Benchmarking

We benchmark investment products, platforms, and providers based on a range of metrics designed to support the adviser’s due-diligence and inform the provider’s competitive positioning in the marketplace.

Retirement Income

Our extensive research on sustainable withdrawal strategies is relied upon by planners to deliver robust retirement income advice and by providers to create products that are fit for purpose.

A few who have tasted a little bit of our AWESOMENESS!
What Our Clients Say

Paul Cleworth

The team at FinalytiQ took the time to understand our business, our clients, how we work, how we think and how we like to engage with our clients. I am incredibly thankful to work with such a well organised and resourceful firm. FinalytiQ have given me the gift of time.

David Gibson

We use FinalytiQ to assist us with our platform and investment due diligence as we are really impressed with the attention to detail and depth of knowledge. Our interactions with the team are always friendly and they make working with them easy.

Tim Page

FinalytiQ’s Platform Guide will save advisers several hundred pounds worth of chargeable time gathering and analysing the data for themselves. It also highlights two key issues which will affect the viability of platforms in the near future: unbundling and re-platforming.

Check out our thought-provoking, no holds-barred articles!

Recommended Summer Reading for Advisors

Recommended Summer Reading for Advisors

Summer is upon us. If you're looking for what to read during your holiday, here's some of the best books I’ve read so far this year and some of the thought-provoking bits for each book. 1. Stay The Course: The Story of Vanguard and the Index Revolution by John C Bogle...

We lost a legend in St. Jack Bogle!

We lost a legend in St. Jack Bogle!

The news of the passing of legendary investor Jack Bogle nearly brought a tear to my eye. I’ve personally never even met St. Jack (as he's endearingly referred to) yet the man still had an immense impact on my life and career and I know many advisers will feel the...

2018: An Uneventful Year for Asset Class Returns

2018: An Uneventful Year for Asset Class Returns

Contrary to what you might have read in the papers, 2018 was a pretty uneventful year for the UK stock market - and indeed, the global market as a whole. While the financial media appears to be up in arms about the negative return experienced by most major stock...


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