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!
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!
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
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...