We use market-leading industry analysis tools to backtest investment portfolios for various advisory uses.
Our tools allow us to compare investment recommendations against other portfolios, inflation, money markets + industry benchmarks.
We offer risk analysis tools + capacity for loss questionnaires. We can also adapt our reports to any risk profiling tool + assessment system.
We can conduct whole-of-market research to your needs + introduce additional products + providers to compliment your advisory panel.
We are a team of highly qualified professionals able to offer professional advisory services + opinion where of use to your clients.
We can perform UK taxation calculations upon request, + provide tax facts + tables for a range of jurisdictions.
Particularly where recommending a product or pension switch, we can perform long-term RIY calculations to demonstrate cost-savings.
Particularly where proposing a DB transfer, our services can include; income projections, drawdown proposals (phased +/or flexi-access) + sustainability analysis.
Dollar-cost averaging or phased switching can be an important element of a proposal. We can help provide risk analysis + switch proposals for currency exchange planning.