Who We Help
Agnostic Adviser supports:
- Independent Financial Advisers
- Financial Planning & Wealth Firms
- Paraplanners & Technical Managers
- Firms enhancing or rebuilding their CIP/CRP
- Businesses seeking compliance-ready research and governance documentation
Why Agnostic Adviser?
Our goal is simple: To help advisers deliver a research-led, governance-led, high-touch service normally only found in private banks and UHNW multi-family-office environments.
Independent and Unbiased
No product bias. No commercial alignment. No preferred providers. Just pure, evidence-led analysis built entirely around your clients and your philosophy. We remove friction, complexity and research burden so you can spend more time building relationships and less time buried in analysis.
Regulatory Confidence (Consumer Duty Aligned)
Everything we produce is audit-ready, defensible and transparent, designed to support PROD, MiFID II and Consumer Duty expectations. Built for Independent Financial Advisers. Powered by Agnostic Adviser.
Our Core Services
Quarterly Centralised Investment/Retirement Committee (CIRC)
Quarterly Centralised Investment/Retirement Committee (CIRC)
Quarterly Centralised Investment/Retirement Committee (CIRC)
Your investment committee: professionalised, documented, and multi-family office ready.
External CIO Function (Co-Manufacturing and Discretionary)
Quarterly Centralised Investment/Retirement Committee (CIRC)
Quarterly Centralised Investment/Retirement Committee (CIRC)
Institutional-grade thinking, delivered as an insourced CIO.
Design and Governance of a Scalable CIP/CRP
Quarterly Centralised Investment/Retirement Committee (CIRC)
Design and Governance of a Scalable CIP/CRP
A proposition advisers can deliver confidently, and clients actually understand.
Research and Due Diligence
Investment Proposition Support
Design and Governance of a Scalable CIP/CRP
Our Operations Consulting services help small businesses optimize their operations and increase efficiency. We work with you to identify areas of improvement, streamline processes, and help you run your business more effectively.
Investment Proposition Support
Investment Proposition Support
Investment Proposition Support
We strengthen the governance and clarity of your entire investment proposition, so it truly meets Consumer Duty expectations.
Portfolio and Model Support
Investment Proposition Support
Investment Proposition Support
Better investments equal better decisions that lead to better client outcomes.
Investment and Paraplanning
Investment and Paraplanning
Investment and Paraplanning
Free your advisers to do what they do best.
How We Work
Discovery and Scoping
Discovery and Scoping
Discovery and Scoping
We understand your goals, proposition and client needs.
Research and Analysis
Discovery and Scoping
Discovery and Scoping
Independent, evidence-led evaluation across markets, DFMs, platforms and products.
Deliverables
Discovery and Scoping
Ongoing Support
Clear, adviser-ready reports, recommendations, templates, or suitability inputs.
Ongoing Support
Discovery and Scoping
Ongoing Support
We stay alongside you as markets, regulations and client expectations evolve.
Start Working Smarter…
Whether you need stronger governance, deeper research, or more capacity, we help you build an advice process that feels bespoke, robust and multi-family office grade.
Get in touch
Contact us today to schedule a consultation and learn how we can help your business thrive.