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The Adviser Centre provides informed, specialist advice to financial adviser firms of all sizes who are seeking support from an independent external consultant. We can help in the areas of centralised investment propositions, investment committee work and ongoing suitability and regulatory requirements for third-party DFM arrangements.
We understand that adviser firms face the burden of increasing regulatory and compliance costs, as well as other overheads. The task of documenting and maintaining key controls is a further challenge. The FCA has also highlighted that inadequate or misdirected research is often the cause of poor client outcomes.
To assist with these and other business challenges, we offer an independent appraisal of the procedures that advisers use, helping them to improve their processes and practices to achieve high regulatory standards as well as greater efficiency, thereby releasing valuable time for dedicated client work.
We work with a variety of firms and we know that businesses vary in their cultures, business needs and working methods. Our aim is to understand these important dynamics and to make a real difference to them in a cost effective and positive way.
Our consulting services are available to business owners and managers.
Please be aware that we do not provide financial advice, nor do we offer services to or have commercial relationships with private individuals.
To discuss your requirements further, please get in touch with us at [email protected].
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
©2021 The Adviser Centre | All Rights Reserved. The Adviser Centre is a trading name of Embark Investments Limited and is not authorised to carry out regulated activities. Embark Investments Limited is a company registered in England (No. 03383730) and a wholly owned subsidiary of Embark Group Limited, with its registered office at 100 Cannon Street, London EC4N 6EU. Embark Investments Limited is authorised and regulated by the Financial Conduct Authority (Registration No. 628981). This website is provided by The Adviser Centre and is a service for financial professionals only. Information on this website, including data and information from asset managers and third party sources, is deemed to be correct at the time of publication but The Adviser Centre takes no responsibility for its accuracy. Opinions are stated honestly and with careful consideration but they can change at any time and should not be solely relied upon. Information featured on the website does not constitute financial or investment advice.
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Alternatively, if you are not a financial professional and are seeking financial advice, you may wish to visit unbiased.co.uk to search for a financial adviser.