Support for Financial Advisers under Consumer Duty
Whether you outsource investment or manage it in-house, I provide independent frameworks, analysis, and tools to save you time, strengthen your proposition and make you compliant with Consumer Duty.
Consumer Duty has raised the bar for adviser firms. Firms must now not only provide suitable investment solutions but also evidence the process, governance, and ongoing monitoring that sit behind them. That’s where I come in.
I support adviser firms by building Centralised Investment Propositions (CIPs), providing subscription-based MPS analysis, and offering independent reviews of in-house investment models. My services are designed to save time, strengthen compliance, and help firms maintain a clear, defensible investment framework.
Two Clear Pathways
Independent investment consultant specialising in MPS and Multi-Asset research, helping advisers meet Consumer Duty requirements and supporting asset managers with allocator intelligence.
For Firms that Outsource Investment
Build or refine your CIP with panels of MPS providers, Multi-Asset and Multi-Manager funds, or decumulation solutions. Access independent, high-conviction MPS research through a subscription service.
For Firms that Manage Investments In-House
Define your investment philosophy, process, and risk management framework – or commission an independent review of your existing approach.
Why Work With Me?
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Independent
I receive no fees from providers or portfolios I assess.
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Selective
Only the strongest solutions make the cut.
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Experienced
Nearly a decade managing and building MPS propositions for leading UK wealth firms.
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Practical
Research designed to be ready-to-use, saving firms meaningful time.
