We have just published the first of a series of consumer research studies which explore what consumers really want from their financial advisers.
- How many consumers currently take Financial advice
- How many might take Financial advice if it was presented differently
- What are their actual preferred methods of Financial advice split between in person, telephone remote and Digital remote.
- Do they want a human involved in these processes and if that needs to be a qualified person
- What are the services that they would actually value from an Adviser split between what they are actually willing to pay for and what they would like to receive
- Are they willing to pay for Digital Financial advice
Subscription costs:
Firms can either subscribe to a single report for £4,500+VAT
or
Commit to all four waves of this study through 2025 for £8,000+VAT
Please contact us for discounts for advice firms and start-ups.
If you would like to discuss further, please contact [email protected] or complete the contact form below
Meet the team:
Ian McKenna
CEO and Founder
Ian founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon.
A boutique consultancy the firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. As part of this work the firm work with many of the U.K.’s leading long-term savings institutions, financial advisers and technology providers to identify emerging technologies that can transform customer relationships. More recently the firm has added its own InsureTech and RegTech ventures to help advisers ensure they help consumers find the life insurance and workplace pensions solutions that best meet the needs.
In addition to developing a UK view Ian travels extensively to identify similar trends around the world and the lessons that can be learned from other countries.
Jason Green
Chief Commercial Officer
Jason previously spent six years at a High Net Worth advisory firm as a paraplanner to the CEO. He has been with FTRC for over 13 years and worked on a broad range of consulting projects with providers, insurers and technology vendors. His skills have been applied to projects such as:
- Competitor analysis and insight
- Understanding adviser technology systems
- Product and proposition reviews
- Working with providers to bring new developments to market
- Helping providers understand and the ways in which advisers work
- AI and Hybrid advice
Jason is now Chief Commercial Officer for FTRC across all brands, as well as managing the consultancy business and ensuring that all projects are delivered on time and to a high standard.
When not in office Jason will be planning his next overseas adventure or exploring the London restaurant scene.
Darren Madden
AdviceTech Solutions Manager
Darren has been in the financial services industry since 2006. Working in various Financial Services roles from Central Operations, Wealth Management Administration, Senior Employee Benefits to Paraplanning. In this time, he has obtained his Diploma in Regulated Financial Advice, along with other additional CII accreditations to further his knowledge and career in financial services. He intends to continue his studies looking to obtain an Advanced Diploma over the next five years.
Outside of work, Darren is a self-titled tech geek, he builds his own computers, plays Virtual Reality Games. When not stuck inside technology, he loves spending time with his family and friends.
