Welcome to The Adviser Centre

The Adviser Centre is a free-to-air research and consultancy service, designed for financial advisers. Our service features impartial fund research, IA Sector Overviews, regular commentaries and more. Register for free using your company's FCA Financial Services Register number – we look forward to welcoming you.

Fund Search

See the funds that feature on our Recommended, Established and Positive Watch Fund Lists. View our single page fund fact sheets, providing impartial research and covering fund opinion, information on a fund’s characteristics, an in-depth explanation of how a fund might be used and our evaluation of a fund’s risk and SRRI score.

IA Overviews

See our IA Sector Overviews for help in understanding more about the composition of the Investment Association sectors, the different styles and structures that exist and the positioning of our featured funds within their respective IA sectors.

Bulletins

Events can alter our view of a fund or an asset manager. See our bulletins to find out how we have responded to an event and whether a fund’s status in The Adviser Centre has altered.

Adviser Guidance

See our ‘Guidance’ notes for our views on how to respond to important fund changes. Our ‘Monthly Viewpoint’ and other articles feature our wider views on markets and sectors.

Consulting Services

Investment consulting is our heritage. Do you need additional support? See our Consulting Services page.

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Latest News/Insights

  • 12 Feb 19
    Bulletin: PIMCO Select UK Income Bond – Recommended removal
  • 08 Feb 19
    Monthly Viewpoint: Monthly Viewpoint - Review of January 2019
  • 07 Feb 19
    Bulletin: Schroder Tokyo – Recommended removal
  • 31 Jan 19
    Article: Article - Real assets into the mainstream?
  • 24 Jan 19
    Bulletin: Schroder US Mid Cap and US Smaller Companies – Jenny Jones announces retirement plan

Why register with The Adviser Centre?

The Adviser Centre has been designed to reside at the heart of your centralised investment proposition. Our online investment research and consultancy service is free-to-air for financial professionals and it provides answers to the challenges of:

  • Regulation and providing robust investment advice.
  • Ensuring suitability and delivering appropriate customer solutions.
  • Managing customer expectations in a complex and volatile investment landscape.
  • Responding to fund management changes.

Our comprehensive service provides a wealth of information, analysis, opinion and commentary:

  • Our Recommended list covers most Investment Association sectors but is focused enough to be your fund panel.
  • Our Established list features funds that are at or near soft closure while our Positive Watch list highlights funds that we expect to recommend in the future.
  • Our one-page fund factsheets succinctly describe what you can expect from a fund and how it is best utilised.
  • Our Bulletins highlight important fund changes and our Guidance notes provide our views on how to respond to changes.
  • Our IA Sector Overviews provide perspectives and context on the key Investment Association sectors.
  • Our economic, market, sector and industry views can be found through our Monthly Viewpoint, articles and blogs.

Registration for the service is free and involves no obligation.  If you have any questions, you are able to contact us at info@theadvisercentre.co.uk.

We should be delighted to welcome you to our service and we thank you for your interest.