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.
Ian Fraser
FinalytiQ carried out firm-level research for our Investment Processes along with Platform Due Diligence. We were impressed with the quality of the research that we decided to outsource all our research work to them.
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!
Lessons from 118 years of asset class returns data
The annual Credit Suisse Global Investment Returns Yearbook (2018) should be on your reading list. Compiled by Professors Elroy Dimson (Cambridge), Paul Marsh and Mike Staunton (London Business School), this epic publication provides incredible insight into asset...
Phoenixed! The end of Standard Life as we know it and implication for platform users
The big news on Friday is that Standard Life Aberdeen (SLA) has agreed to flog its life and pension business to the grandmaster of dead closed book consolidation, aka Phoenix Group. Phoenix is where customer service goes to die. It's where life policies become...
Cash reserve buffers, withdrawal rates and old wives’ fables for retirement portfolios
Managing retirement income portfolios is riddled with old wives’ fables; practices handed down from adviser to adviser but with very little empirical basis. (Really, these practices are often promulgated by men, so the term ‘old men’s fables’ is probably more...
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