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QuantQual offers independent investment research for independent financial advisers. Saving time, costs, reducing risk, and improving client outcomes. 17 September Event Details Event Details Welcome to QuantQual – Your Trusted Partner in Investment Research and Consultancy Explore More QuantQual specialises in providing independent financial advisers (IFAs) with expert investment research, tailored fund recommendations, and thorough due diligence reports. We aim to empower financial planning practices by enhancing investment capabilities and streamlining client reporting. Why choose QuantQual Tailored Investment Solutions: We work closely with IFAs to create customised Centralised Investment Propositions (CIPs) and Centralised Retirement Propositions (CRPs). Our solutions align with your existing processes, allowing seamless integration and enhanced efficiency. Comprehensive Research Expertise: Our team, led by seasoned professionals with extensive financial services experience, offers quantitative and qualitative research. We analyse market trends, evaluate fund performance, and provide insights that support informed decision-making. Client-Centric Communication: We believe that effective communication is critical to success. Our reports are designed from the end client’s perspective, ensuring clarity and accessibility. We deliver actionable insights through concise updates, reviews, and mailings. Dedicated Support: Our collaborative approach means we are here to support you every step of the way. Whether you need assistance with fund due diligence or want to enhance your investment research capabilities, we’re committed to delivering results that drive your business forward. Meet Our Team Our team of experts brings a wealth of knowledge and practical experience in financial planning and investment research. With our Lead Analyst and dedicated researchers, we provide the expertise needed to navigate today’s complex financial landscape. Get Started Today Discover how QuantQual can enhance your financial planning practice with our bespoke investment research solutions. Contact us today to learn more about our services and how we can support your growth.

The Big IFA Event The team at QuantQual very much look forward to seeing you in Cardiff on 17 September. Not long to go now! Legal & General should by now have sent you all the timings and joining details. Our session is at 11.20am (registration and refreshments from 11.00am), before the main event starts. What are the key objectives of our session? The FCA’s ‘understanding the advice market: financial advice firms survey 2025’ revealed that ‘69% of advice-firm clients main objective for seeking advice is pensions and retirement.’ So, whilst this offers a great opportunity to grow your firms business it is important to ensure you have the correct structures and processes in place. As you will be aware the Financial Conduct Authority (FCA) has a major focus on Centralised Retirement Propositions (CRPs), driven heavily by its thematic review of retirement income advice (such as TR24/1) and the Consumer Duty framework. While a CRP is not strictly mandated by the regulator, the FCA expects advisory firms to have structured, repeatable, and well-documented decumulation strategies rather than relying on accumulation-focused models. We have a wealth of experiencing in supporting firms develop CRPs, and during our session we will be discussing the key risks, the structure of a CRP, the ongoing management of the CRP through Investment Committee governance arrangements, research and due diligence and ongoing suitability support. We look forward to welcoming you on 17 September. If you have any questions in the meantime please contact us – jon.baker@quantqual.co.uk Contact Us

Flagship Plus Investment Portfolios Introduction We believe that simplicity often leads to the most effective solutions. At the core of our philosophy is the widely accepted principle that asset allocation is the primary driver of investment success. With this in mind, why rely solely on a single asset allocation call or decision for such a critical factor? There are numerous high-quality Multi-Asset fund managers who consistently deliver strong performance across various time periods. However, no single strategy or style is effective in every market condition. When you combine high-quality fund managers with distinct and contrasting styles, the long-term investment destination may remain the same, but the journey becomes significantly different. Crucially, when one style or mandate underperforms, another often outperforms, creating a smoother overall investor experience. The discretionary advantage Flagship Plus is a truly diversified blend of Multi-Asset funds from carefully selected fund managers. It is a Managed Portfolio Solution with a range of risk-graded Growth and Income portfolios. The portfolios are based on QuantQual’s extensive proprietary research, supported by Blackrock’s investment risk analysis software, and managed within Legal & General’s discretionary powers. This powerful combination of experts delivers: • Portfolios with continued QuantQual research and optimisation • Faster, continuous implementation • Lower adviser time, cost, and compliance burden • Higher quality, frequent reporting and updates • Active oversight by both Legal & General and QuantQual • Better risk control and dynamic response • An upgraded client and adviser experience at no extra cost Monthly Factsheets (July 31 2026) Growth Portfolio 3 Income Portfolio 3 Growth Portfolio 4 Income Portfolio 4 Growth Portfolio 5 Income Portfolio 5 Growth Portfolio 6 Income Portfolio 6 Growth Portfolio 7 Income Portfolio 7 Reasons Why Letter Resources (Sept 2026) Growth Portfolio 3 Income Portfolio 3 Growth Portfolio 4 Income Portfolio 4 Growth Portfolio 5 Income Portfolio 5 Growth Portfolio 6 Income Portfolio 6 Growth Portfolio 7 Income Portfolio 7 Buy Note (Quarterly September 2026) Growth Portfolio 3 Income Portfolio 3 Growth Portfolio 4 Income Portfolio 4 Growth Portfolio 5 Income Portfolio 5 Growth Portfolio 6 Income Portfolio 6 Growth Portfolio 7 Income Portfolio 7 We have produced this brochure for financial advisers to explain the features and benefits of Flagship Plus. The portfolios are also available on the independent Mabel Insights comparison tool, which is free for advisers to use. This means you can access up to date information and compare Flagship Plus against other Model Portfolio Services. You need to request access from us, which is usually granted quickly, and you will then be able to select Flagship Plus in the drop-down menu of Legal & General’s Model Portfolio Services. This website is for regulated Financial Advisers only. It is for information and does not constitute individual financial planning or investment advice. The value of investments can fall as well as rise and is not guaranteed. Some content contains links to external websites, such as to provide data sources and further reading, and QuantQual is not responsible for the content of those.

QuantQual: Transparent investment insights for financial advisers. Explore our methodology, flagship portfolios, and quarterly updates for informed decisions. QuantQual A Foundation of Transparency and Integrity QuantQual is built on transparency and integrity. Below, we have included our methodology, flagship portfolio guide, and latest quarterly update. Our Investment Methodology Discover how QuantQual selects and reviews investments. Our research-driven methodology is designed to provide financial advisors with clear, insightful analyses and recommendations tailored to diverse investment goals. Flagship Portfolio Guide Explore the QuantQual Flagship Portfolios. Our portfolios are structured to meet a variety of risk and return objectives, providing advisers with a trusted framework for their client's financial planning. Due Diligence Document for QuantQual Conducting thorough due diligence is crucial when choosing a research partner. Our comprehensive due diligence document provides all the essential information you need to evaluate QuantQual 's services and ensure we're the right fit to support your business goals. Monthly Update (Sept 2026) Stay informed with our latest quarterly update. Our market insights keep you up-to-date on key economic developments, ensuring you’re informed on current trends and their impact on our portfolio strategies. Exclusive Member Access All our buy and sell notes, along with in-depth analyses, are available in the member section for registered advisers.

Cookies Cookie Policy Last Updated: November 2024 QuantQual ("we," "our," or "us") uses cookies on our Wix-powered website to improve your browsing experience, analyse traffic, and enhance the functionality of our services. This policy outlines what cookies are, how we use them, and your choices regarding cookies. What Are Cookies? When you visit a website, cookies are small text files stored on your device (computer, tablet, or smartphone). They are widely used to improve user experience by enabling websites to remember your preferences and actions. Types of Cookies We Use Essential Cookies These cookies are necessary for the website to function correctly. They enable core functionality such as security, accessibility, and page navigation. The website cannot operate effectively without these cookies. Analytics and Performance Cookies These cookies help us understand how visitors interact with our website. They collect information anonymously, such as the number of visitors, pages visited, and time spent on the site. Functional Cookies Functional cookies remember your preferences and choices (e.g., language settings), enhancing user experience. Targeting and Advertising Cookies Although our website may not directly serve advertisements, Wix or third-party tools integrated into the site may use targeting cookies to deliver relevant ads to you or analyse ad performance. Cookies Used on Our Website Since QuantQual's website is built on Wix, it may utilise the following types of cookies: Session Cookies: Temporary cookies that expire when you close your browser. Persistent Cookies: Cookies that remain on your device for a specified period or until deleted. First-Party Cookies: Set directly by our website. Third-Party Cookies: Set by third-party services integrated into our website (e.g., Wix Analytics, Google Analytics, or social media platforms). For more details on Wix's use of cookies, refer to Wix's Privacy Policy. Managing Cookies You may be prompted to accept or manage cookies when you first visit our website. You can adjust your cookie preferences at any time by: Changing browser settings: Most web browsers allow you to manage cookies through their settings. You can block or delete cookies, though this may affect the functionality of our website. Updating cookie preferences: If our website includes a cookie consent banner, you can modify your preferences by revisiting the banner. Third-Party Cookies Our website may include embedded content or third-party features like social media platforms or analytics providers. These third parties may set their cookies, and we do not control their use. Please review their respective privacy and cookie policies for more information. Updates to This Policy We may update this Cookie Policy from time to time to reflect changes in technology, laws, or our business operations. The updated version will be posted on this page, and the "Last Updated" date will be revised accordingly. Contact Us If you have any questions about our use of cookies, please get in touch with us at: Email: support@quantqual.co.uk Postal Address: QuantQual, 10 New Merrifield, Jareth House, Wimborne, England, BH21 7AL

Explore QuantQual's latest articles with expert insights on market trends, investment strategies, and financial planning tips tailored for financial advisers. QuantQual Stay Ahead with Independent Research Insights Articles and Papers

QuantQual IFA Services provides essential day-to-day support for financial planners and IFAs, including tailored reporting, market insights, and partnership-driven solutions that enhance client service. Partner with us to elevate your financial advisory practice. QuantQual IFA Services Tailored Support for Financial Plannings QuantQual IFA Services is a dedicated division within QuantQual designed to provide comprehensive day-to-day support for independent financial advisers (IFAs) and financial planning firms. We aim to work closely with financial planning professionals, building strong partnerships to develop practical and client-centred solutions. Our team understands the unique needs of financial advisers. From in-depth reporting to up-to-date market insights, we offer the resources and expertise to enhance client service and streamline operational efficiency. With QuantQual IFA Services, you gain access to reliable support that complements your advisory practice, allowing you to focus on what matters most—your clients. Let QuantQual be your trusted partner in delivering value, precision, and a seamless experience in financial planning.

Privacy Policy Effective Date: November 2024 QuantQual is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website: quantqualuk.co.uk. Please read this policy carefully to understand our views and practices regarding your data and how we will treat it. 1. Information We Collect We may collect and process the following data about you: Personal Information: Name, email address, phone number, and other contact details provided when filling out forms on our website. Technical Data: IP address, browser type, operating system, and information about your visit (e.g., pages viewed, time spent on the site). Cookies: Information collected through cookies to enhance your browsing experience (see Section 5 for details). 2. How We Use Your Information We use the information we collect for the following purposes: To provide and improve our services, including delivering independent research insights. To respond to inquiries or requests made via our contact forms. To send you relevant updates, newsletters, or marketing communications (where you have consented to receive these). To analyse website performance and improve user experience. 3. Sharing Your Information We do not sell, rent, or trade your personal information. However, we may share your data in the following situations: Service Providers: With trusted third parties that assist us in operating our website or providing services under strict confidentiality agreements. Legal Requirements: If law requires protecting our rights, property, or safety. Business Transfers: In the event of a merger, sale, or acquisition. 4. How We Protect Your Information We take the security of your information seriously and use the following measures to protect it: Encrypted connections (SSL) to safeguard data transmitted through our website. Secure servers and firewalls to prevent unauthorised access. Regular review and update of our security practices. 5. Cookies and Tracking Our website uses cookies to: Analyse traffic and improve website functionality. Recognize your preferences for a personalised experience. You can manage or disable cookies through your browser settings. For more details, please refer to our Cookie Policy. 6. Your Data Rights You have the right to: Request access to the personal data we hold about you. Correct or update your personal information. Request the deletion of your data, subject to legal obligations. Withdraw consent for marketing communications. To exercise these rights, please get in touch with us at [insert email address]. 7. Third-Party Links Our website may contain links to third-party websites. We are not responsible for the privacy practices of these sites. Please review their policies before providing any personal data. 8. Changes to This Privacy Policy We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. 9. Contact Us If you have any questions about this Privacy Policy or how we handle your information, please get in touch with us: Email: enquiries@quantqual.co.uk Address: 10 New Merrifield, Jareth House, Wimborne, England, BH21 7AL Phone: 01202 099 047

Learn about QuantQual’s commitment to transparent, research-driven investment insights for financial advisers. Meet our team and explore our mission. QuantQual is a specialist portfolio research and consultancy firm dedicated to supporting independent financial advisers (IFAs) with outsourced investment research, fund recommendations, and comprehensive due diligence reports. Our mission is to streamline your investment research, strengthen client reporting, and help mitigate risk by enhancing your research capabilities. Tailored Solutions for IFAs At QuantQual, we work closely with your team, seamlessly integrating with your current processes to construct or align our solutions with your Centralised Investment Propositions (CIP), Centralised Retirement Propositions (CRP), and client segmentation strategies. This approach ensures you save time while delivering clear, actionable insights to your clients. Clear, Client-Centric Communication We understand the critical role of clear communication for financial advisers and their clients. With extensive experience working in and with financial advisory teams, our experts craft each document, focusing on clarity and readability. Our reports are designed from the end client’s perspective, with accessible summaries and straightforward language in updates, reviews and mailings. About Us Delivering Clarity Through Independent Analysis Meet key members of the Team Gillian Lamb Director and Head of Business Gillian launched QuantQual in 2022 to offer outsourced investment research to the adviser market that is fully independent. Gillian manages the QuantQual company strategy and all operations, covering a wide range of duties to ensure we meet our key business goals. Responsible for financial, staffing and wider operational decisions, Gillian oversees the company’s processes and policies. Working across departments with all staff, Gillian allocates resources to QuantQual’s projects and clients. Her research and development experience (over 25 years both within and beyond financial services) extends to cover our due diligence reporting with fund groups, supporting the Investment Director and Client Services team. Matthew Dewsnap IMC, Cert.PFS Investment Director Matthew joined QuantQual in 2022 as a Partner and Lead Analyst, where he leads the development of our quantitative screening models and oversees the final stage of our qualitative assessments. He brings valuable, hands-on experience in financial planning, having previously managed the Centralised Investment Proposition (CIP) and portfolios for a regional IFA with £250 million in assets under management. This background gives him a deep understanding of the practical needs and challenges faced by financial advisers, ensuring that QuantQual’s insights remain relevant, implementable, and aligned with real-world advisory work. Jon Baker Director & Head of IFA Propositions After 20 years working for life companies, Jon spent ten years working at large regional IFA, Jelf Financial Planning. He was part of the management team and responsible for marketing and communications, proposition development, and he chaired the Investment Committee. When the business was taken over by Mercer, Jon took the opportunity to build on his practical experience and become a consultant to the IFA community specialising in investment governance, research, and proposition development. He has worked with IFA businesses and sits on four IFA Investment Committees. Jon joined forces with QuantQual in 2024. Bashar Aboush Investment Analyst Bashar joined QuantQual in August 2025, having previously served as Head of Investments and Head of Dealing in earlier roles. With over 25 years of experience in financial services, he has managed investment portfolios for clients on an advisory and discretionary basis, navigating a wide range of market conditions and regulatory changes over the years. This experience has taught him that focusing on clients’ long-term objectives rather than short-term results is paramount to successful investing. Bashar’s strengths lie in assessing stock market risks and understanding the needs of financial advisers and their clients. He plays a key role in supporting Jon Baker in delivering outstanding service to IFAs, while also working closely with Matthew Dewsnap on fund and portfolio research. Bashar holds a Certificate in Investment Management from the Chartered Institute for Securities & Investment (CISI).

Discover the FCA's anti-greenwashing guidance, effective May 31, 2024, which ensures fair, clear, and accurate sustainability claims in financial marketing. Our services provide tailored anti-greenwashing statements and in-depth research to support compliance and enhance client trust. Learn how we help firms navigate these new regulations for meaningful ESG practices. QuantQual Helping Financial Advisers Stay Ahead FCA's Anti-Greenwashing Guidance The FCA’s anti-greenwashing guidance combats exaggerated or misleading claims about sustainability in financial products. Effective May 31, 2024, this rule requires all UK-authorised firms to ensure that any environmental, social, and governance (ESG) marketing is fair, clear, and accurate. This guidance complements the broader Sustainability Disclosure Requirements (SDR) and investment labels designed to improve transparency and foster trust in sustainable investments. 1 Solution Focused With attention often drawn to SDR compliance, many firms may overlook essential elements in the FCA’s anti-greenwashing rule. We've developed a tailored anti-greenwashing statement template to ensure firms comply confidently. 2 Not Just a Tick Box Exercise We believe compliance is more than a formality. Our approach helps your firm deliver authentic claims, enhancing client confidence and promoting genuine sustainability. 3 Research Driven Our service includes in-depth research on sustainability metrics for specific strategies, and if needed, we coordinate directly with fund managers to acquire detailed information. 4 FCA Guidance The FCA states that sustainability references should be: Correct and capable of being substantiated. Clear and presented in a way that can be understood. Complete—nothing should be omitted or important information hidden, and consideration should be given to the product or service's full life cycle . Comparisons to other products or services should be fair and meaningful. For more details, you can review the FCA’s full guidance here .

Access QuantQual’s resources for financial advisers, including investment guides, portfolio insights, market updates, and research reports to support informed decisions. QuantQual Trusted Insights. Smarter Decisions Media Resources At QuantQual, we provide a wealth of knowledge to empower financial advisers with actionable insights, in-depth analysis, and current market trends. Our Media Resources include podcasts, blogs, newsletters, and events designed to keep you informed and ahead in the investment landscape. Podcasts Tune into QuantQual’s podcasts for expert discussions, market updates, and in-depth interviews with industry leaders. Our episodes provide relevant insights tailored for financial advisers looking to enhance their advisory capabilities and investment strategies. Newsletters Our quarterly newsletter covers the latest in market news, fund highlights, and performance of our flagship portfolios ensuring you’re always well-informed. Events Join us for QuantQual-hosted events where industry experts and advisers come together to discuss innovations and challenges in the financial services industry. Our events are an opportunity to gain knowledge, build connections, and engage in meaningful discussions that benefit your clients.