Roberts Clark and Project Innovate Unit

Published / Last Updated on 17/05/2021

We are pleased to confirm that Roberts Clark IFS Ltd, owners of this website, has been accepted in the FCA’s Advice Unit – Part of Innovate: Strategy & Competition Division.

Anna Wallace, Head of Innovate, announced the most recent Advice Unit firms, including ourselves, in her keynote speech on automated advice and guidance at the Robo-Investing Europe conference on 1 February 2018.   

As Roberts Clark was mentioned as part of this announcement, we are now permitted under our FCA agreement to go public with this information.

Robo adviser update:

  • Our automated 'Advice' Engine:  is now built.
  • Our client databases: are now built.
  • Our front and back end interactive functionality:  is now built.
  • Our algorithim engine: is now built.

We are currently working on:

  • Merge coding all 4 of the above to deliver 'Robo Advice'.
  • The parameters of the advice process with the regulator, the ombudsman and behaviourial science technicians.
  • Our advice fees, quotations and workflow engines: are nearly complete.

Still to come:

  • Cosmetic:  Make it 'prettier'.  Making it easier for clients to use and interact with.
  • Selecting and 'plugging in' preferred investment account, ISA and pension provider platforms.

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