WE ARE

a vibrant, irreverent and evidence-based research consultancy working with financial planners and providers to improve client outcomes.

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Science of Retirement Conference 2019

 

 

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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.

David Gibson

We use FinalytiQ to assist us with our platform and investment due diligence as we are really impressed with the attention to detail and depth of knowledge. Our interactions with the team are always friendly and they make working with them easy.

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!

Robo-advice and the art of growing customers for the competition

Robo-advice and the art of growing customers for the competition

‘We have been growing customers for General Motors’ observed Lewis Crusoe, a vice-president of the Ford Motor Company in the 1950s. Mr Crusoe was talking about a well-known problem at the company; low-income Ford owners were trading up to a medium-priced...

Will the FCA’s inducement rules kill off on-platform tools?

Will the FCA’s inducement rules kill off on-platform tools?

Should advisers use free – but often inferior – tools offered by platforms and product providers, or should they pay for best-of-breed, independent tools available in the marketplace? This debate has raged among advisers for a long time. The FCA might have...

Cobras, Unintended Consequences & Multi-Asset Funds

Cobras, Unintended Consequences & Multi-Asset Funds

Today, we publish our Multi-Asset Fund Guide 2018 titled Dysfunctional Families. This guide is an in-depth analysis of 91 fund families consisting of 402 individual funds in which a £148bn of client’s money is invested.   The story of the cobra in India during British...

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