QuantQual

QuantQual offers a wide range of specialised services to help financial planners achieve exceptional client outcomes while running compliant, efficient, and growth-driven practices.

 

Investment Services

 

Our investment solutions equip you with expert insights and actionable strategies to stay ahead in a competitive market:

 

Exclusive Communications Suite:

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Professionally crafted blogs, quarterly newsletters, and branded marketing materials.

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Podcasts:

 

Engaging, independent-thinking podcasts that explore critical investment themes.

 

Investment Research:

 

• Actionable buy, sell and hold recommendations.

• Comprehensive due diligence on funds and managers.

• Updates and audits to enhance your Centralised Investment Proposition (CIP).

• Strategic blending guidance to optimise client outcomes.

 

Model Portfolio Services (MPS):

 

• Flagship portfolios with monthly factsheets and detailed performance metrics.

• Transparent reporting for alignment with client goals.

• Access to discretionary portfolio options with trusted providers such as LGIM and RXI.

 

Access to Industry-Leading Research:

 

A robust library of analysis and insights to inform your advice process.

 

Anti-Greenwashing Expertise:

 

Tailored support in crafting compliant, transparent anti-greenwashing statements.

 

Investment Committee Support:

 

Advisory services for standard agendas, terms of reference, and Management Information (MI) reporting.

 

Retirement Solutions

 

QuantQual supports financial planners in creating robust retirement strategies that meet diverse client needs:

 

Centralised Retirement Propositions (CRPs):

 

Development, review, and monitoring to ensure competitiveness, compliance, and client alignment.

 

Custom Retirement Solutions:

 

Tailored strategies for natural income generation or alternative approaches based on individual circumstances.

 

Regulated Best Practice

 

Stay compliant and ahead of regulatory changes with QuantQual’s support:

 

Consumer Duty Compliance:

 

Monthly reporting and tailored insights to help you meet evolving obligations.

 

Regulatory Updates and Guidance:

 

Real-time updates on key legislative changes, including budget implications.

 

External Compliance Support:

 

Seamless integration with external compliance resources for a complete solution.

 

Marketing Support

 

Position your practice as a market leader with QuantQual’s marketing expertise:

 

Website Development:

 

Bespoke website design and optimisation to strengthen your online presence.

 

Content Creation:

 

High-quality blogs, newsletters, and marketing collateral that build credibility and client trust.

 

Non-Executive Director (NED) Services

 

Leverage QuantQual’s expertise in business management to build or scale your practice:

 

Practice Growth and Management:

 

Comprehensive guidance for building a successful IFA practice or scaling an existing one.

 

Exit Planning:

 

Strategic insights to maximise firm value and ensure a seamless transition during sales or mergers.