Research team

Find out what topics we cover and what insight we can provide.

Our intention is to provide you with relevant and easy to read market commentaries along with updates on personal finance issues and any political or economic developments that may affect you as investors. We also produce detailed insights on important investment themes and topics that may be of interest to you such as current taxation regimes.

We visit Fund Providers regularly and meet the Fund Managers to understand their approach and outlook on the market. Whenever possible, these views will be published under the insights section. As well as this, we attend conferences throughout the year that enable us to bring the latest industry news to you.

Understandably, many of you will be time constrained so we aim to make owning your financial future as straightforward and enjoyable as possible. We are constantly investigating tools that can help you choose and construct a portfolio that is in line with your long-term goals.

Morningstar is our chosen Fund and Equities research partner and we continue to draw on their extensive resource of over 100 experienced analysts. Morningstar produces Morningstar Ratings as well as Analyst Ratings for Funds and our in house research team will produce a list of Funds that will be featured in our ISA Guide.

Although we can't give personal advice, we are more than happy to answer any factual questions about stock markets and investment products you may have. Please contact us by email or call us on 0800 597 2525.

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