WE ARE

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!

Sponsored consultancy reports: The new product commission

Sponsored consultancy reports: The new product commission

I used to think of myself as a consultant. I still do - to a degree. I’ve always tried to approach the work with a critical, data-driven, no-holds-barred mindset, that’s constantly challenging the status quo. I cut my teeth in the industry pontificating on what the...

SORC20 Headliner David  Schneider Announced

SORC20 Headliner David Schneider Announced

We have some exciting news... Drum-roll, please!TV personality David Schneider will be delivering a keynote at the Science of Retirement Conference in London on the 5th of March! David is one of the countries leading comedians and storytellers, but what has that got...

Woodford, Halo Effect and Mean Reversion

Woodford, Halo Effect and Mean Reversion

Addressing what seems to be quite a hot topic of discussion within the financial world! Following on from my initial posts, today I discuss the "Woodford Saga" in more detail, and how it is currently circulating the industry.  

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