F&TRC Activities

F&TRC produces e-Excellence Research and Ratings which bring clarity to the market by identifying those solutions that best meet adviser requirements. 

F&TRC facilitates Adviser Forum – a collaboration group bringing together many of the UK's major adviser and provider firms (current members represent approximately 65% of UK IFA distribution) on a regular basis to discuss key business issues and identify how to address them co-operatively.

F&TRC offer specialist consultancy services, which focus on the operational issues within adviser businesses, including technology, services and compliance.

Clients include major financial institutions, technology companies and management consultancies.

F&TRC consists of a team of 9 - all our consultants have worked in adviser businesses - and the team as a whole have over 160 years industry experience between them.

Comment received from John Chapman, Managing Director, Torquil Clark Holdings Ltd:

"I've reviewed the report in detail and I have to say it's exactly what I wanted.  The way the report is laid out, the flow of the report and the content is excellent."