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.
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.
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.
Your use of this website is subject to the terms of use set out in the website. By continuing to use our website we will assume that you are happy to receive non-privacy intrusive cookies. Please be aware that if you disable cookies some functionality on the site will not work. Read our cookies policy to find out more about our cookie use and how to disable cookies.
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.