The UK’s Number 1 Intermediary database    

Now RDR is here, keep up to date with Intermediary trends

Register for FREE unlimited access - join this rapidly growing community today!

Click here to register or call 01236 794 120

MyTouchstone is the first truly collaborative marketing database ever constructed for the Intermediary sector. Powered by the collective sales data of over 75 major product providers, it gives you an unprecedented insight into your marketplace. Sales data is further enhanced with inputs from over 11,000 advisers, creating an information source that will transform the way you promote and run your business.

 "I wish to express my appreciation to MyTouchstone for data on hourly fee rates for IFAs in my area of SE England. The fact that I had permission to quote the data in my client communication allowed me to justify and amend my hourly rate from £125 to the average for my area of £160”. Mike Grant of Montgo Consulting Ltd, East Sussex

How can MyTouchstone help your firm?

  • Execute more successful marketing campaigns by targeting pinpointed locations for investor activity on Google Maps via Investor Hotspots
  • Improve your business strategy and conversion by discovering your firm's rating locally per investment product using our Intermediary League Table
  • Ensure you aren't losing revenue by charging too low an adviser fee for your region by using our Adviser Charging Guide
  • Choose the right network, broker service provider, outsourced fund management, wraps and platforms in our National & Regional Support Services to Intermediaries report
  • Stay ahead of your competition by discovering how business is changing from one quarter to the next with our New Business Trends report
  • Achieve better results by gaining a unique insight into the latest fund selection and performance trends by accessing our ‘Fund Focus’ page created in association with FE & Rayner Spencer Mills 
  • Improve your Platform strategy by viewing our ‘Platform Page’ with the latest trends in the platform & wrap market, updated quarterly with the latest stats, reports & insights
  • Guarantee your firm is compliant by downloading the latest FSA RDR Guide

Independent financial advice is changing. Wisdom is knowing what to do next…..
Register online for FREE access to all MyTouchstone reports or call 01236 794 120

 
“The data supplied in My Touchstone has been beneficial to AWD Chase De Vere in assisting with the formulation of our Business Transformation Strategy, furthermore, the service received has been exemplary'”. Andy Papadopoulos, Director of Advisory Services at AWD Chase de Vere