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Due diligence

We aim to provide you and your business with readily accessible, clear, concise information straight to your inbox.

Reports available to request

Our links with these organisations have been developed following our conversations with advisers and the recommendations of the PFS Good Practice Guide for Adviser research & due diligence on discretionary investment managers.

Request a due diligence report

Select the reports you would like to include in your review of our service using the form. 

Request a due diligence report

Your questions answered 

Catch up on our two-part webinar where David Butler, Head of Distribution, asked your questions to the experts at ARC, AKG and Defaqto.  

Your questions answered - part 1

Watch this 50 minute video answering common questions around Due Diligence. 

Your questions answered - part 2

Watch the second 50 minute video answering common questions around Due Diligence.

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Meet the team

Meet our team of specialists who are here to help.

Meet the team

The value of your investments and the income from them can fall and you may not recover what you invested.