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
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.
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.
Check out our thought-provoking, no holds-barred articles!
Parmenion was one of the very few decent platforms. The tech is good, the service isn't too shabby, and the UI doesn't make you want to puke. Which is more than you can say for most adviser platforms. At 30bps, it not cheap - but many advisers use it because the...
FinalytiQ’s Platform Report 2021 ‘Field of Dreams’ is here! Including our notorious Financial Performance Ratings. The report focuses on the financial performance of the platform businesses, not their parents. We’ve trawled through numerous annual accounts and...
“Prediction is very difficult, especially if it's about the future!” Niels Bohr Human beings love to make predictions. Just look at the extraordinary growth of the gambling industry. Twenty-four hours a day, you can place a bet on anything from the number of throw-ins...