Please click here to purchase report(s) and / or obtain samples.
 |
Tony Catt is a highly respected and published compliance guru with vast experience both as an adviser and compliance consultant, his industry career spanning 30 years. He has been providing hugely valued services to multiple IFAs and mortgage adviser firms for many years, and receives much praise for the quality, detail and reliability of his work. |
“Yesterday, I used your platform report to help me advise a couple about their platform re-registration investment options. It is very comprehensive but has comparative information in table form which speeds up the process. Altogether an essential reference tool for us."
Neil Thomas - Simpsons of Brighton IFA Ltd
"I read all of Tony's research reports and regard them very highly. It helps me make an informed decision based on your research.”
Parul Mehta - HALE Wealth Management Ltd
"As a small IFA firm, finding the time to thoroughly review our platform choices and investment partners has become increasingly challenging. Tony Catt’s independent analysis of the platform market — along with his comprehensive report — has been invaluable in supporting us to meet our compliance obligations."
Graham Ponting - Managing Partner Clearwater Wealth Management LLP
His reports are entirely independent and use data and information gathered regularly to ensure currency as well as in depth detail. All input is provided voluntarily by companies, equally impressed by Tony’s work, who are keen to ensure their offerings are included.
These ‘due diligence’ documents have been relied on and have proven invaluable to firms wishing to evidence their whole of market research – testament to the quality of Tony’s work.
Report subjects include:
- Managed Portfolio Services
- Sustainable Investments
- Platforms
- Fixed Income funds
- Multi Asset funds,
- Enterprise Investment Scheme
- Venture Capital trust
- BR & AIM Investments for IHT planning
Reports from £100
Many of Mr Catt’s articles have been published and are available if requested.
Please click here to purchase report(s) and / or obtain samples.
