Agnostic Adviser is an independent, founder-led consultancy that provides essential independent financial adviser support in the design, governance, and ongoing oversight of their Centralised Investment and Retirement Propositions (CIP/CRP). By adopting an insourced, CIO-style approach, we empower firms to take ownership of their investment strategy while ensuring compliance with FCA expectations, including Consumer Duty. Our emphasis is on developing structured, evidence-based frameworks that clarify complex investment decisions - enabling advisers to effectively challenge providers, enhance consistency, and achieve better client outcomes without compromising their independence.
Who We Help
Agnostic Adviser provides vital support for:
- Independent Financial Advisers seeking enhanced services
- Financial Planning & Wealth Firms in need of expert guidance
- Paraplanners & Technical Managers looking for comprehensive resources
- Firms focusing on CIP CRP consultancy for improving or rebuilding their CIP/CRP frameworks
- Businesses that require compliance-ready research and governance documentation to ensure robust investment governance.
Why Agnostic Adviser?
Our goal is simple: To provide financial adviser support that enables the delivery of a research-led, governance-led, high-touch service typically associated with private banks and UHNW multi-family-office environments, complemented by our CIP/CRP consultancy for enhanced investment governance.
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 eliminate friction, complexity, and research burden, allowing you to focus on your client relationships. 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. Our solutions, tailored for Independent Financial Advisers, also provide essential financial adviser support through effective investment governance and CIP CRP consultancy.
How We Work
Discovery and Scoping
Discovery and Scoping
Discovery and Scoping
We understand your goals, proposition, and client needs, especially in the context of CIP CRP consultancy and the essential financial adviser support you require for effective investment governance.
Research and Analysis
Discovery and Scoping
Discovery and Scoping
Our CIP CRP consultancy offers independent, evidence-led evaluation across markets, DFMs, platforms, and products, providing essential financial adviser support and ensuring robust investment governance.
Deliverables
Discovery and Scoping
Ongoing Support
Clear, adviser-ready reports and recommendations, along with templates and suitability inputs, are essential for effective CIP CRP consultancy and robust financial adviser support in investment governance.
Ongoing Support
Discovery and Scoping
Ongoing Support
We stay alongside you as markets, regulations, and client expectations evolve, providing essential CIP CRP consultancy and financial adviser support to ensure robust investment governance.