Most Recent Posts



Brexit and MiFID II both represent a significant challenge for UK financial advisers. These political and regulatory earthquakes are also intertwined to the extent that Brexit could result in an unravelling of the controversial EU-wide regulation.

James Bond’s favourite car maker, Aston Martin, is planning a £5bn IPO. While Aston Martin may have a licence to thrill, investing in the stock could make for a rough ride given the company’s less-than-solid fundamentals.

While concerns about political events are clearly on the minds of institutional investors, there is little they can do to counteract them and, if stock market performance is anything to go by, they may not even want to.

Recent Research Projects


Last year was one of political gloom. As we move toward the middle of 2017, this report analyses how the attitudes of HNW investors in the UK have been affected by the tumult.

The latest report by CoreData Research provides an in-depth analysis of UK consumer behaviour and attitudes toward saving for retirement.

Saving more money can lead to increased confidence in the economy and one’s household finances.

The latest report by CoreData Research into the Isa market examines the buying behaviour of UK retail investors.