Consultancy services customised to your needs.

We offer a range of consultancy services, designed to meet the diverse needs of platform providers, asset managers and financial advisers. Using our outcome focused process we set a plan to deliver against your objectives, working on a project basis or longer-term engagement.

Unlike many financial services consultancy firms, we have a breadth of experience working with providers, financial advisers and consumers. Whether you are a provider with a team already in place, but need specialist expertise to finalise your ‘take to market’ strategy or a financial adviser seeking guidance on the most appropriate wrap platform, we can support your needs.

  • Adviser Support

    Provider Support

    Not your average consultant

    We can work with you on specific activities or to deliver large scale projects. Some providers need just a single day of consultancy to realign their focus, while others require a consultant to work in-house to mobilise their team. Whatever your needs or the project scope, we provide the ultimately flexibility. Make contact today to arrange a meeting to discuss your specific needs.

  • Provider Support

    Adviser Support

    We take away the hassle

    We understand the challenges financial advisers face. Pressure from the regulator means you need to prove due diligence to support your decisions, from the wrap platforms you use to your centralised investment proposition. Our consultancy process is designed to take away the burden and guarantee compliance, ensuring seamless delivery of your service proposition.

Our 5 step process

5 step process

Our consultancy process

What's been said

Gillian has a first class and deep understanding of the investment and platform sectors. She can relate to senior industry managers, is highly curious and analytical - a rare combination of attributes. We are proud to count her as an associate.

Clive Waller, Managing Director, CWC Research