THIS IS WHAT WE DO

We make the complex simple. If you know your stuff, your audience and how to bring the two together, complex has no place in the end result.

We work with providers and financial advisers across advised, direct, robo, investment and life companies.

We get new propositions off the ground, breathe life into strategy and communicate it all in a way that works.

We blend consultancy and strategic communications like no-one else.

LATEST PUBLICATIONS

Making the complex simple is at the heart of what we do! and the many reports we publish are proof of that. Our guides to both the advised and direct platform markets are packed full of data, commentary, analysis, pricing heatmaps, high-end cat images and the occasional rogue pun. We’ve also published standalone reports on platform pricing, investment outsourcing, the retirement savings market, withdrawal products and more. Lots more! We even give some of them away for free, and there’s plenty more on the way. They’re all 100% genuine lang cat and they’re all right here.

2019 GUIDE TO ISA INVESTING AND PRICING

Guide-to-ISA-investing-2019

OUR RECENT PURRINGS

If there’s one thing we’ve always got to spare, it’s an opinion. We like telling people what we think. If something’s going on, this is where you go to get our take on it.

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THE TOP CLASS WEDNESDAY UPDATE ISN’T ANGRY, IT’S DISAPPOINTED

Hello, hello, it’s Wednesday again, which means you get an Update of the Top Class variety. I think we can … Continued

BREXIT, GAME OF THRONES, AND THE INVESTMENT PLATFORMS MARKET STUDY. AND YOU.

As fans of a good box set will tell you, the trick is to keep the audience wanting more, but … Continued

DON’T LOOK BACK IN ANGER WITH THE TOP CLASS WEDNESDAY UPDATE

Nostalgia, siblings, ain’t what it used to be. Nor are many other things, including (in no particular order): my eyesight, … Continued

PLATFORM DIRECTORY

There’s nothing we don’t know about advised platforms. And we believe in sharing that knowledge. Which is why our platform directory ‘the place to go for everything you need to know about advised platforms’ is completely free to access. Want to know how much a platform charges, its latest financial strength ratings, client reporting options or mobile capability? You’ve come to the right place.

Ditto if you want to know anything from the wrappers and the assets available to pension options and planning tools on offer. It’s all here, and it’s all free. Did we mention that?