Consulting Services

How we can support you and your business

Fund Research Centre provides informed, specialist advice to financial advice firms of all sizes who are seeking support from an independent external consultant.  We can help in the areas of centralised investment and retirement propositions, investment committee work and ongoing suitability and regulatory requirements for third-party discretionary fund management (DFM) arrangements.

We understand that adviser firms face the burden of increasing regulatory and compliance costs, as well as other overheads.  The task of documenting and maintaining key controls is a further challenge.  The FCA has also highlighted that inadequate or misdirected research is often the cause of poor client outcomes. 

To assist with these and other business challenges, we offer an independent appraisal of the procedures that advisers use, helping them to improve their processes and practices to achieve high regulatory standards, as well as greater efficiency, thereby releasing valuable time for dedicated client work. 

Bespoke consulting

We do not offer a standard, one-size-fits-all package. We work with a variety of firms, and we know that businesses vary in their cultures, business needs and working methods. Therefore, our aim is to understand these important dynamics and to make a real difference to them in a bespoke, cost effective and positive way.

Comprehensive support

  • Monitoring, due diligence and independent third-party validation of fund/trust/business relief/structured product selections
  • Due diligence and independent third-party validation of DFM companies, fund managers and selections
  • Preparation for and attendance at investment committee meetings
  • Assistance with the formulation/documentation of centralised investment propositions
  • Ad hoc support regarding market views, fund ideas and investment strategies
  • Assistance with staff training on investments and markets

“Lite” offering

  • Reports and opinions on existing funds held
  • Monitoring and independent third-party validation of DFM selections
  • Monthly telephone calls/online meetings

Our consulting services are available to business owners and managers.

Please be aware that we do not provide financial advice, nor do we offer services to or have commercial relationships with private individuals.

To discuss your requirements confidentially, please get in touch with us at info@fundresearchcentre.co.uk.

This website is for Financial Professionals only.

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Alternatively, if you are not a financial professional and are seeking financial advice, you may wish to visit unbiased.co.uk to search for a financial adviser.