Adviser Guides

In this section we provide detailed independent information on topical subjects that influence todays personal financial services marketplace and these form part of our services to UK Advisers.

Our Guides are the result of thorough research and provide an insight into key issues and topical investment solutions that face the market today.

We currently have detailed Guides covering the following:

Platform Adviser Guide including Platform factsheets & Platform Due Diligence
Multimanger Investing
F&C Lifestyle funds

For more details click to Register for our Online Services where you can download the documents. There is no charge for these Guides.

In addition we have a series of  ‘short guides’ covering the following topics :

• A guide to developing an Investment Strategy
• A guide to selecting a Discretionary Fund Manager
• A guide to Bespoke Portfolios

More ‘short guides’ will be added over time.  These ‘short guides’ are also available on our Online Services – click above to register.