Agnostic Adviser empowers financial advisory businesses through principled, product-neutral consultancy services. We support firms across investment proposition due diligence (CIP & CRP), product governance, operations, and project management.
Our brand stands for integrity, adaptability, and commercial impact supporting both outsourced and insourced client portfolio models. By aligning an adviser’s requirements with their wider ecosystem, we work toward a shared goal: delivering the right client outcomes.
We specialise in establishing and evolving Centralised Investment and Retirement Propositions (CIP/CRP) that genuinely reflect each firm’s investment ethos. Our process begins with a detailed understanding of an adviser’s business model, client segmentation, and strategic objectives.
Using a combination of quantitative analysis and qualitative insight, we develop, implement, and govern CIP/CRP frameworks that are operationally practical and compliant with regulatory expectations. By aligning proposition design with firm philosophy and FCA requirements, we help advisers articulate their value, optimise delivery, and future-proof their investment strategy.
Dean Swindell founded Agnostic Adviser on the principle of providing impartial, strategic consultancy for UK financial advisers, completely free from product bias. With over 25 years’ experience working alongside advisers across investment management, distribution, and partnerships with Discretionary Fund Managers and Platforms, he recognised the growing need for insourced support. Agnostic Adviser empowers firms to take full ownership of their investment and retirement propositions, whether acting as distributor, manufacturer, or co-manufacturer.
Open today | 09:00 – 17:00 |
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