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.
Paul Cleworth
David Gibson
Tim Page
Check out our thought-provoking, no holds-barred articles!
Breaking the prediction habit
“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...
How much does is cost to build an investment platform?
The truth is, it differs wildly. We looked into three categories: robo advice platforms, life co platforms and independent platforms and we found some incredible differences, and published the findings in our 2020 Advised Platform Report ‘Endgame’. You can see a...
Your 2020 Platform Report is here!
FinalytiQ’s Advised Platform Report ‘Endgame’ is here! Including our notorious Financial Performance Ratings. As you’d expect, we tell it like it is, providing in-depth insight and analysis of the financial performance of over 20 advised platforms over the last three...