Research and Technical Authorship
We know financial planning, it is the core of what we do. Whether you would like help to make the market more manageable, or you need support for a particularly complex case, we are here to help you navigate the market. Our purpose is to support your delivery of the outcomes your clients are looking for.
Service Details
Research
Helping you identify the products and solutions in the market which meet the needs of your clients and your business and developing new insights into the way the world works.
Technical Authorship
We are on hand to answer your key regulatory, compliance and investment questions.
Research
Our research capabilites are wide ranging.
For Professional Bodies, Providers and Investment Managers:
We can provide high quality academic research to suit your needs. Areas where we have recently been asked to carry out detailed research include:
- Applied buisness ethics
- The behavioural basis for non-financial misconduct
Whilst these topics will be of interest to Financial Planning firms, not all of our research is focussed on theory. We also use the same techniques and understanding to provide fully independent research and due diligence on anything from platforms to tax efficient investments.
Technical Authorship
As specialists in the compliance and ethical aspects of financial planning, as well as sustainable and behavioural finance, we are available to provide technical authorship on a wide range of subjects. Existing projects include:
- Regulatory textbooks: compliance and ethics.
- Regulatory training question banks
- Sustainable finance introductory courses
Technical Support
Sometimes you might encounter a problem or a situation you are not familiar with, we can help you find out what you need to know in order to help your clients achieve the outcomes they seek.
Courses
We run regular training courses, both in-person and online on both sustainable and behavioural finance.
Contact us for more information!
