ABOUT US

TWO PRACTICES WITH ONE FOUNDING ETHOS…

…that this industry can be better. It can serve advisers better. It can give clients better outcomes. But it can only do this if it understands who it’s serving.

Over here we have a research and insight business that makes it its life’s work to understand more than anyone else about the long-term savings and investment sector. Along the way we generate ridiculous amounts of market data and proposition information. And we stay close to advisers – over 1,250 firms are signed up to our research panel.  Our research papers get everywhere and on a good day help move the industry forward.

Behind the scenes we help providers, platforms, wealth managers, asset managers and adviser firms with market insight, distribution and product strategy.

Over there is a full-service communications and PR agency, staffed by adults with decades of industry experience.

We look after communications and content for some of the sector’s most exciting and respected brands.

Whether you want a retained PR relationship, a new set of beautifully written marketing communications, regulatory client comms, or regular content, we’ve got you covered.

And over on this website is our regtech tool, Platform Analyser. This helps firms assess the suitability of over 25 of the UK’s top intermediary platforms for their target client segments, and run quick and effective comparisons of pricing, detailed business data and very detailed proposition information.

INTEGRITY


We’re honest about the good and the bad and love to tell truth to power. Where we accept commissioned work we always make it abundantly clear and never allow our own evidence-based views to be influenced by a sponsor.

EXPERTISE


You can’t move the market unless you know your stuff. So we make it our business to be across the big issues and the detail. Our insight comes from a love of data and a love of this industry. We use it to understand, inform, influence and stimulate.

ENGAGEMENT


We can know our stuff, but unless we can make people engage we’re screaming into the void. So we put as much effort into how we talk as what we say. Words mean nothing until they meet their home in the mind of their intended audience. We get them there faster and better than anyone else.

insight, research and communications

Find out how our unique blend of consultancy and research can help take your business to the next level.