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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

Explore QuantQual's tailored services for financial planners. We provide investment research, CIP support, retirement solutions, compliance expertise, marketing strategies, and NED services to help your practice thrive. QuantQual Independent Research for Confident Advice Comprehensive Services Tailored to Financial Planners QuantQual offers a wide range of specialised services to help financial planners achieve exceptional client outcomes while running compliant, efficient, and growth-driven practices. Investment Services Our investment solutions equip you with expert insights and actionable strategies to stay ahead in a competitive market: Exclusive Communications Suite: Professionally crafted blogs , quarterly newsletters, and branded marketing materials. Podcasts: Engaging, independent-thinking podcasts that explore critical investment themes. Investment Research: Actionable buy, sell and hold recommendations. Comprehensive due diligence on funds and managers. Updates and audits to enhance your Centralised Investment Proposition (CIP). Strategic blending guidance to optimise client outcomes. Model Portfolio Services (MPS): Flagship portfolios with monthly factsheets and detailed performance metrics. Transparent reporting for alignment with client goals. Access to discretionary portfolio options with trusted providers such as LGIM and RXI. Access to Industry-Leading Research: A robust library of analysis and insights to inform your advice process. Anti-Greenwashing Expertise: Tailored support in crafting compliant, transparent anti-greenwashing statements. Investment Committee Support: Advisory services for standard agendas, terms of reference, and Management Information (MI) reporting. Retirement Solutions QuantQual supports financial planners in creating robust retirement strategies that meet diverse client needs: Centralised Retirement Propositions (CRPs): Development, review, and monitoring to ensure competitiveness, compliance, and client alignment. Custom Retirement Solutions: Tailored strategies for natural income generation or alternative approaches based on individual circumstances. Regulated Best Practice Stay compliant and ahead of regulatory changes with QuantQual’s support: Consumer Duty Compliance: Monthly reporting and tailored insights to help you meet evolving obligations. Regulatory Updates and Guidance: Real-time updates on key legislative changes, including budget implications. External Compliance Support: Seamless integration with external compliance resources for a complete solution. Marketing Support Position your practice as a market leader with QuantQual’s marketing expertise: Website Development: Bespoke website design and optimisation to strengthen your online presence. Content Creation: High-quality blogs, newsletters, and marketing collateral that build credibility and client trust. Non-Executive Director (NED) Services Leverage QuantQual’s expertise in business management to build or scale your practice: Practice Growth and Management: Comprehensive guidance for building a successful IFA practice or scaling an existing one. Exit Planning: Strategic insights to maximise firm value and ensure a seamless transition during sales or mergers. Reach Out and Discover the Difference

Stay ahead in retirement planning with our Centralised Retirement Proposition. Tailored solutions and expert tools to help your firm meet FCA guidelines effectively. QuantQual Simplifying Complexity for Financial Advisers Example Centralised Retirement Propistion Centralised Retirement Proposition The FCA's Thematic Paper on retirement income represents one of the most significant shifts in retirement planning in a generation. Navigating these changes can be challenging for businesses striving to stay ahead in this evolving landscape. Solution Focused At QuantQual and Money Wise UK , we understand the complexities of this new era and have developed a comprehensive Centralised Retirement Proposition (CRP) tailored to meet your firm's unique needs. Our CRP is designed to seamlessly integrate into your business, offering a structured approach to retirement planning that aligns with the latest regulatory expectations. Our Centralised Retirement Proposition includes a range of services and tools to support your firm: Retirement Questionnaires: We provide expertly crafted retirement questionnaires to help assess your client's needs, goals, and risk tolerance, ensuring that their retirement plans are personalised and compliant with FCA guidelines. Cash Flow Modelling: Our guidance on cash flow modelling empowers your firm to project and manage clients' retirement income, helping them achieve a secure financial future. We offer insights into best practices and tools that can be directly implemented within your operations. Comprehensive Solutions: From investment strategies to drawdown options, we offer a variety of solutions to address your clients' diverse needs. Our proposition is designed to be adaptable, allowing your firm to offer tailored advice and services that meet each client's specific requirements. By embedding our Centralised Retirement Proposition into your business, you'll be better equipped to navigate the complexities of retirement planning in a way that enhances client satisfaction and ensures regulatory compliance. Useful links FCA Thematic Paper FCA Cashflow Modelling FCA RIAAT

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 the Team Gillian Lamb IMC (Studying) Lead Researcher and Director Gillian founded QuantQual in 2022 with a vision to provide fully independent outsourced investment research to the adviser market. Beyond delivering in-depth research and due diligence, she ensures IFAs receive the support needed to implement investment solutions within a comprehensive CIP effectively. As QuantQual's driving force, Gillian manages company strategy and oversees all operations, playing a pivotal role in financial, staffing, and wider business decisions. She works across departments, coordinating resources and aligning company processes to meet key business objectives. With over 25 years of experience in research and development—both within and beyond financial services—Gillian plays an integral role in our due diligence reporting, working closely with fund groups while supporting the Investment Director and Client Services team. Matthew Dewsnap IMC, DipPFS Investment Director Matthew joined QuantQual in 2022 as a partner and lead analyst, overseeing the development of our quantitative screens and final qualitative assessments. He brings hands-on financial planning experience, managing the CIP and portfolios for a regional IFA with £250 million AUM. His deep understanding of financial advisers' needs ensures that QuantQual's services are practical, relevant, and actionable. Jon Baker Director & Head of IFA Propositions After 20 years working for life companies, Jon spent 10 years at a large regional IFA, Jelf Financial Planning. He was part of the management team, was responsible for marketing communications and proposition development, and chaired the Investment Committee. When Mercer took over the business, 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 numerous IFA businesses and sits on five IFA Investment Committees. George Ladds Strategic Consultant George joined QuantQual in 2024, collaborating with Matthew and Gillian to enhance our investment strategies and marketing initiatives. With practical financial planning experience, George successfully built and operated a financial planning business from the ground up for twelve years, which involved developing and managing model portfolios. In 2024, George founded Money Wise UK , an initiative to support financial planning practices. His expertise in financial services and commitment to empowering IFAs make him a valuable asset to the QuantQual team.

Discover QuantQual's fund ratings, from Gold to Green, guiding investors toward long-term value. Explore Hold and Sell recommendations for a clear, strategic approach to investing. QuantQual Independent Analysis, Trusted Outcomes Fund Ratings QuantQual is committed to providing clear, concise fund ratings that reflect qualitative and quantitative analysis. Our ratings give you a straightforward guide to understanding a fund’s potential to deliver value over time. Hold and Sell Recommendations In addition to our ratings, QuantQual issues hold and sell recommendations for funds that no longer meet our criteria. A hold recommendation suggests that while the fund may not currently add significant value, it could remain a stable option in a portfolio. A sell recommendation indicates that we believe the fund no longer aligns with the standards investors should seek. For in-depth insights on each fund’s rating, our analysts provide comprehensive reports available on request. QuantQual guides you through smart, data-backed investment choices for a resilient portfolio. Gold Rating: Exceptional Value Potential The Gold rating is our top-tier recommendation, reserved for funds demonstrating a well-structured, consistent process supported by robust business resources. Highly capable teams manage these funds, and we have a strong conviction that they will continue to add value over time. Gold-rated funds represent the highest standards and offer solid potential for long-term growth. Silver Rating: Strong Choice, Minor Reservations Funds awarded the Silver rating are also strong options, though they may exhibit minor concerns regarding personnel, process consistency, or business alignment. Despite these reservations, we believe these funds maintain a positive likelihood of delivering value, making them a strong choice for investors who prioritise stability with growth potential. Bronze Rating: Potential with Reservations The Bronze rating signifies a fund with some reservations, typically due to identified improvements needed in areas like team stability, process enhancements, or business backing. Some Bronze-rated funds have moved from Green to Bronze, reflecting initial promise but with the expectation that they can refine their performance. While these funds show potential, investors should be aware of the current limitations and follow developments closely. Green Rating: Early-Stage Potential A Green rating applies to newly launched funds with teams we are confident in, even if the funds haven’t yet achieved their full potential. These teams are committed to meeting our rigorous standards, and we anticipate their growth and development in the coming years. This rating reflects our optimism about the fund’s future performance.

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. Blogs Our blog features a range of topics from investment research and market analysis to financial planning best practices. Stay up-to-date with the latest trends and actionable advice that can support your role as a financial adviser. 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.

QuantQual offers independent investment research for independent financial advisers. Saving time, costs, reducing risk, and improving client outcomes. 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.

Connect with QuantQual for expert investment insights, research services, and tailored portfolio guidance. Contact us today for personalized support and inquiries. Contact Us Reach Out and Discover the Difference. QuantQual Ltd. Jareth House 10 New Merrifield Wimborne Dorset BH21 7AL enquiries@quantqual.co.uk 07922 573 933 First Name Last Name Email Message Send Thanks for submitting!

Discover QuantQual's podcast series, delivering expert insights on investment research, financial planning, and industry trends. Stay informed and elevate your advisory practice. QuantQual Insights That Inform, Conversations That Inspire

Exclusive Fund Focus Hawksmoor Vanbrugh June 2025 Diversify Your Portfolio Fund of the Month: Hawksmoor Vanbrugh Fund We are proud to name the Hawksmoor Vanbrugh Fund as our Fund of the Month for June 2025. This outstanding multi-asset fund earns our Platinum Rating, reflecting its exceptional long-term performance, strong risk management, and consistently high-quality stewardship. Managed by a seasoned and stable team, the fund is a cornerstone of our Flagship Portfolio Range and a top-tier choice for investors seeking real-terms capital growth with a robust focus on capital preservation. Why We Chose It: Strong through-the-cycle returns with lower-than-average volatility Adaptive, benchmark-agnostic strategy well-suited to today’s market dynamics Access to alternative assets like infrastructure, private equity, and real assets, alongside traditional equity and bond exposure Built to perform in all market conditions, not just in rallies As markets stabilise post-rate hikes and investors face uncertain conditions, Vanbrugh’s flexibility and valuation-driven approach are key advantages. Free Buy Note – June Only Download our full Buy Summary for the Hawksmoor Vanbrugh Fund—free for all users throughout June 2025 only. This comprehensive report outlines exactly why we believe this is one of the most compelling opportunities in today’s investment landscape. If you want to learn more about This fund and others or explore the services QuantQual offer, please don’t hesitate to contact us. Hawksmoor Vanbrugh

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 .