01268 502 454 hello@finalytiq.co.uk

Welcome to FinalytiQ

 

We are analysts, researchers and consultants.

We spread the disinfectant of sunlight on the dark corners of investment and platform world.

 

 

We are a vibrant, insanely brilliant research consultancy working with financial planners, asset managers and wrap platforms to improve client outcomes.

Investment Propositions

We work with financial planning firms to create robust investment propositions. We currently influence well over £750M  of  client assets through our research  and due-diligence work for advisers.

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Rating & Benchmarking

We benchmark platforms, asset managers, DFMs and SIPP providers based on a range of metrics including our famous Financial Stability Rating™  designed to support adviser selection process and inform provider’s business planning.

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Consultancy

Through our market insight and analysis, we help them identify their distinct strengths (and weaknesses) and build propositions that are fit for purpose.

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Clients: Those who have tasted a little bit of our AWESOMENESS!

David-Ferguson-Nucleus-e1429097394395
I’ve always enjoyed Abraham’s work – not many people manage to cut to the chase in such fine style. Although some may be uncomfortable with him turning over stones that they would prefer to remain untouched, his drive to improve future standards should be lauded and applauded rather than feared.
David Ferguson, Nucleus CEO

Latest Posts

Platform Survival Matrix

Platform Survival Matrix

A simple due-diligence question advisers often try to answer is; what are the odds a platform will survive in this intensely competitive market place? As clients face the prospects on prolonged period in retirement, it's crucial that a platform will be around to...

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