What is the Advised Investor Tracker?
The Advised Investor Tracker is an annual survey conducted among clients of participating large advice firms and wealth managers. It's designed to support firms with independent metrics to help them articulate, evidence and benchmark value.
Participating firms receive brand-specific scores and feedback, benchmarked against a national average of advised customers.
How it works
Your independent regulatory backstop
We act as a 'regulatory backstop' and can challenge and support firms, as well as provide metrics for internal and external use, giving you data to evidence how well you're serving end-clients on Consumer Duty outcomes.
Who is it for?
Get in touch to find out more about this service
Please contact enquiries@boringmoney.co.uk for more information on our Advised Investor Tracker.