Welcome to FinalytiQ
We are analysts, researchers and consultants.
We help financial planners and providers deliver better client outcomes.
We spread the disinfectant of sunlight on the dark corners of pension and investment world.
We are a vibrant, insanely brilliant research consultancy working with financial planners, asset managers and wrap platforms to improve client outcomes.
Clients: Those who have tasted a little bit of our AWESOMENESS!
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.
This is excellent – refreshing, honest, real and insightful. Finally a piece of research, which looks at platforms as real businesses, not theoretical IT concepts. Sustainability is the elephant in the room and this shines a light on it in a way which I’ve not seen in a long time.
This 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.
We initially engaged with FinalytiQ to carry out some firm-level research for our Investment Processes along with Platform Due Diligence and two individual client reports. We were so impressed with the quality of the research that we decided to outsource all our research work to them. FinalytiQ are both highly qualified and local, and really interested in getting involved in our business, which is a great asset.
They say time flies, but in financial services, it does so at the speed of light! And what a difference a year can make! This time last year, the FCA introduced new capital adequacy requirements (PS14/12) for SIPP providers. As we anticipated in our last SIPP...read more
Since the introduction of pension freedoms, providers have talked about ‘innovation’ until they, and we, are all blue in the face. Thankfully, it appears that’s starting to change! Royal London has put its money where its mouth is. It recently launched a new Drawdown...read more
Asset allocation is a key factor when deciding sustainable withdrawal rate in a retirement income portfolio. And one of the most important decisions is what proportion of a retirement income portfolio should be allocated to equities. The received wisdom is that...read more