Established in 1995 F&TRC is a boutique consultancy focusing on technology in the financial advice market and especially how advice is evolving both in the UK and internationally with a particular focus on the role technology will play in this process.

Our mission is to help the industry deliver better services to consumers which help them take more control of their finances and in so doing improve the quality of their lives. This will be achieved through the delivery of a range of services which will help advisers reduce operating costs in their businesses and particularly work with organisations from start ups to global institutions who want to deliver digital advice and make low cost affordable advice accessible to everyone. The F&TRC research team is made up exclusively of ex-paraplanners, each with in excess of five years’ experience of working in an IFA practice.