Our Approach

What makes us slightly unusual, in fact very unusual, is that we don’t pretend to make the whole business of investing seem much more complicated than it really is.

After all, there are only four main choices: cash, bonds, equities and property.

Seriously, it doesn’t have to be difficult

Unfortunately, every passing day presents a whole fresh seam of statistics for the marketing teams to play with. Hardly surprising therefore that dozens, even hundreds, of investment companies can ‘prove’ they are the best.

We’d be delighted to help you cut out the noise.

So what does it cost?

We will always agree fees for the whole project with you before any serious work begins. Typically, for advising and setting up new investments, the total cost comes to around £1,000 plus 1% of the amount concerned. That works out at £3000 for a £200,000 investment for example.

Once in place we offer a package of ongoing support from 0.35% pa to 1% pa, but typically 0.6% p.a. for funds under £500,000. So £150 per quarter for every £100,000 invested.

This means the total annual cost of investment can be kept as low as 1% p.a. ‘for everything’, including investment management, financial and tax advice, and platform administration and custodianship.

So what do we offer?

  • Free initial discussions or meetings
  • Risk profiling
  • Responsibility for the advice we give
  • Oeics, Shares, Investment Trusts, Insurance Bonds,Sipps
  • Regular portfolio review meetings and ongoing support
  • Individual account manager dedicated to you
  • Face to face, online and telephone contact as preferred
  • State of the art technology

These are just some of the investment companies we can access. There are hundreds. We are totally independent and will make our recommendations based solely on your best interests. We receive no commissions or other ‘secret’ benefits from any provider.

Quantock Analytical Ltd.

Registered in England and Wales with company number 06677210. Registered Office 64 Staplegrove Road, Taunton, Somerset, TA1 1DJ.

Address

64 Staplegrove Road
Taunton,
Somerset
TA1 1DJ

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Quantock Analytical Ltd is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate taxation and trust advice. The value of investments and the income from them can fluctuate and you may not get back the original amount invested.

Full details of the Financial Ombudsman Service can be found on its website at www.financial-ombusdman.org.uk

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