Expert Research

Whole of market access

We constantly monitor financial planning products and solutions that are available across the whole of the UK market and isolate those which we feel could be beneficial for our clients. Once identified we move on to the due diligence stage of research.

Due diligence

Once we have identified potentially beneficial solutions for our clients we then ‘lift the bonnet’ and examine in great detail the structure, methodology, financial stability and client service capabilities of the solution provider.

Approved Panel

If a solution passes the due diligence stage we then consider its inclusion on our approved panel with final sign off being given by our Investment and Product Committee.

Ongoing Monitoring

Once approved a solution will be monitored on a quarterly basis and formally reviewed in greater depth on an annual basis to ensure that it remains suitable for our clients.

We believe our robust process provides a high level of protection to our clients in a market where many toxic products still exist. Our due diligence and research protects our clients from these unsafe products.

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