HQ Address

Suite 1SC Southgate House, 88 Town Square, Essex, SS14 1BN, United Kingdom

Website Address

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Business introduction

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

That’s why at FinalytiQ, we like to stir things up every now and then. Our aim is to help our clients deliver better outcomes to end investors than they would without our help.

We provide critical analysis, benchmarking and insight to advisers, providers and asset managers. Our particular area of expertise includes retirement income, investment propositions and product / provider benchmarking.

We support advisory firms with high-quality research and due-diligence that help advisers deliver superior client outcomes in a compliant way. Through our market analysis, benchmarking and thought-leadership content, we help platforms and asset managers identify their distinct positioning in the market place and build propositions that are fit for purpose.

We happen to think that we can all do a whole lot more to improve client outcomes. Want a consultancy that will tell you distorted truth about how great your products and services are? Try one of our competitors. Want a fresh pair of eyes, critical thinking that challenges your proposition and an unflinching focus on improving client outcomes? Pick up the phone to us.

FinalytiQ Solutions

Investment Proposition

We work with firms to create and deliver robust investment propositions for their clients. We currently influence well over £750 million through our research, analysis and due -diligence work for advisers. Typically, our services include: Review, critique and documentation the Investment Philosophy and Process Portfolio design/review and risk mapping Writing up quarterly/bi-annual client commentaries Asset......

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Proposition Development

We work with platforms to develop products and propositions, analyze their positioning in the marketplace and strengthen their relationships with advisers. We help them identify their distinct advantages (and weaknesses) and build propositions that present this to advisers in a compelling way. Through research-based content and thought-leadership, we’ve built a reputation for......

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Research & Benchmarking

We benchmark platforms, asset managers, DFMs and SIPP providers based on a range of metrics including our Financial Stability Rating™ designed to support adviser selection process and inform provider’s business planning. Our Guide to Advised Platform is very popular with providers looking to gain a deeper understanding into the viability of propositions in the......

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Betafolio takes the hassle out of advisers’ investment processes by offering access to evidence-based portfolios. Betafolio is a clear alternative to expensive, poorly performing DFM services and multi-asset funds. Its consistent, repeatable and robust process gives advisers full control of client outcomes....

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Timeline App

Timeline is a web app. It works on any browser, on any device! No download required. Timeline app isn’t a crystal ball. It uses extensive academic research, historical returns and mortality data to assess how a retirement strategy might fare under various market conditions....

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Timeline Poster

One A1 size poster…. four sub-charts Using historical data from 1900 to 2016, Timeline shows key risk and return metrics that every every investor needs to know.  Timeline poster comes in A1 size, 200gsm paper with silk finish. All orders come with digital (pdf and png) copies of the poster and all......

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