Product Research Approach

We analyse a wide range of financial products and tax wrappers including

  • With Profits funds (where we work closely with Cazalet Consulting),
  • Individual and corporate pension products
  • UK onshore and offshore investment bonds
  • Individual & business protection products
  • Savings products

    Our approach follows the principles already established in our fund research, namely that qualitative analysis is the most important factor, backed by in-depth quantitative research.

    For more information on our product research capabilities, please contact us.