IFAs & Investment Brokers


Tax and Investment Strategies for Individuals, Pensions, Businesses and Family Trusts

Quantock Analytical

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

BlackRock

BNY

Cavendish

First State

Goldman Sachs

Henderson

HSBC Asset

Invesco

Investec

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.

Contact Us

Quantock Analytical Ltd
64 Staplegrove Road
Taunton, Somerset
TA1 1DJ
TEL: 01823 254 183