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About QuantQual

QuantQual is a specialist portfolio research and consultancy firm dedicated to supporting independent financial advisers (IFAs) with outsourced investment research, fund recommendations, and comprehensive due diligence reports. Our mission is to streamline your investment research, strengthen client reporting, and help mitigate risk by enhancing your research capabilities.

Tailored Solutions for IFAs

At QuantQual, we work closely with your team, seamlessly integrating with your current processes to construct or align our solutions with your Centralised Investment Propositions (CIP), Centralised Retirement Propositions (CRP), and client segmentation strategies. This approach ensures you save time while delivering clear, actionable insights to your clients.

Clear, Client-Centric Communication

We understand the critical role of clear communication for financial advisers and their clients. With extensive experience working in and with financial advisory teams, our experts craft each document, focusing on clarity and readability. Our reports are designed from the end client’s perspective, with accessible summaries and straightforward language in updates, reviews and mailings.

Our Team

Matthew Dewsnap

Matthew Dewsnap IMC, DipPFS

 Investment Director

Matthew joined QuantQual in 2022 as a partner and lead analyst, overseeing the development of our quantitative screens and final qualitative assessments.

 

He brings hands-on financial planning experience, managing the CIP and portfolios for a regional IFA with £250 million AUM. His deep understanding of financial advisers' needs ensures that QuantQual's services are practical, relevant, and actionable.

Gillian Lamb

Gillian Lamb IMC (Studying)

Lead Researcher and Director

Gillian heads up our research division, conducting in-depth quantitative and qualitative research and frequently meeting with fund managers. With a background in life insurance, pensions, and business development, Gillian’s research expertise and dedication to detail are invaluable to QuantQual’s high standards. Currently, she is working toward her Investment Management Certificate (IMC).

Money Wise

George Ladds

Strategic Consultant

George joined QuantQual in 2024, collaborating with Matthew and Gillian to enhance our investment strategies and marketing initiatives. With practical financial planning experience, George successfully built and operated a financial planning business from the ground up for twelve years, which involved developing and managing model portfolios.

In 2024, George founded Money Wise UK, an initiative to support financial planning practices. His expertise in financial services and commitment to empowering IFAs make him a valuable asset to the QuantQual team.

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