About CWC Research

We are in our 20th year of talking to advisers, identifying what they do, why they do it and what they might do in the future. We have provided reports for clients ranging from Aberdeen Asset Management to Zurich Financial Services.

Our knowledge of, and access to IFAs and other adviser firms and their personnel is second to none at both Senior and Operational level. This access enables us to provide customers with qualitative data of unrivalled excellence on current and likely future behaviours. Our reports and advice have helped asset managers, platforms, technology companies and distributors formulate strategy on product, distribution and administration.

Today, research reports are published by our sister company, NextWealth. We will continue to carry out research projects with advisers to look at those issues that will most impact on the future of retail investment and financial planning. We will be posting blogs, publishing short reports and contributing articles to the press. Most importantly we will be working with NextWealth on the big issues of the day, such as decumulation, regulation and charges.