Infundly Research | Independent, CIO-level clarity for DFMs, MPS teams and investment advisers.
For Advisers & DFMs
Save time on due diligence, evidence robust governance, and deliver outcomes clients can rely on.
For MPS Providers
Sharpen portfolio decisions with allocator-grade intelligence—practical, unbiased, and actionable.
Independent and practical—delivering research and governance support that advisers and DFMs can trust, and MPS teams can build on.
Insights You Can Act On—Tailored for Your World
In the UK's demanding wealth landscape, where FCA scrutiny meets market volatility, you need more than data: genuine challenge, defensible research, and the independent voice to cut through the noise. At Infundly, we draw on over 20 years of fund selection and committee leadership to provide exactly that—human-led, bias-free support for the decisions that matter.
Unbiased Fund Research:
Direct manager engagements, deep-dive evaluations of funds, trusts, and ETFs—shortlists built on true skill and alignment, free from commercial sway.
Practical Decision Tools:
Market briefs, portfolio stress-testing, and client-ready commentary to evidence outcomes and streamline communications with advisers.
Governance & Committee Strength:
Independent non-executive input to meet FCA rigour on processes, value assessments, and transitions—templates, challenge, and audit trails that stand up to review.
PROCESS
Here’s a quick overview of the next steps , what to expect, how we’ll shape the scope together, and where we can best support your needs.
DISCOVERY CALL/MEETING
We start with a short, no-obligation call.
The aim is simple: understand where you are today, what keeps you awake at night, and what good would look like tomorrow.
You’ll finish the call knowing whether we’re a good fit — and, if we are, what the next step would be.
REVIEW & PROPOSAL
After the call we take away everything you’ve shared and — where helpful — carry out some additional desk research.
We then put together a short, practical proposal that sets out exactly how we can help and what the cost would be.
There’s no hard sell and no big deck — just a clear plan you can judge on its merits.
AGREEMENT & ONBOARDING
Once you’re happy with the proposal, we agree terms and timelines.
We then move straight into a light-touch onboarding so you have everything you need to get started without delay.
Most firms are up and running within a week.
IN THEIR WORDS
FELICIA HJERTMAN, FORMER FOUNDER & CEO AT TILLIT
"Sheridan is one of the most brilliant people I have had the privilege of working with. Beyond his decades of experience, he brings a refreshingly thoughtful approach to fund selection, emphasising fundamental analysis of the philosophy, process and people behind a fund. His inquisitive nature, analytical mind and creative approach enables him to identify what makes some funds exceptional in a sea of mediocracy. In addition, Sheridan is hardworking, reliable, and a joy to work with. I would recommend him wholeheartedly."
PAUL FARROW, RATTLE PR
"I have had the pleasure of working with Sheridan as TILLIT's PR over the past few years, generating investment-related stories for the financial press. Journalists want copy from a respected and reliable source – someone they can count on. They want in-depth knowledge and detail from an expert who can convey “news readers can use” in a way that everyone can understand. As a chartered wealth manager whose financial career has taken him from research to managing funds to CIO, Sheridan ticks all the boxes. "
DUANE HASNIP, BUSINESS DEVELOPMENT MANAGER AT SARASIN & PARTNERS
"I have known Sheridan for over 14 years now, his rigorous process and attention to detail when conducting due diligence on potential investments are outstanding, backed by a thorough knowledge of macro and micro economics, portfolio theory and the practicalities of fund and portfolio management."
GAVIN OLDHAM
FOUNDER of THE SHARE FOUNDATION, THE SHARE CENTRE & SHARE RADIO
"Sheridan is a very professional and skilled fund manager, and I've much enjoyed working with him at The Share Centre over the past 15 years (2021). He has a good understanding and judgement of market conditions, and is alert to new opportunities."
HARRY ANDRONICOU, HEAD OF UK STRATEGIC PARTNERSHIPS, UK WHOLESALE DISTRIBUTION AT COLUMBIA THREADNEEDLE
"I’ve had the pleasure of working with Sheridan for over five years. A consummate investment professional, Sheridan has an excellent knowledge of the fund universe and his intellectually curious nature means he is not afraid to challenge the status quo, which always makes for interesting discussions."
ANDY PARSONS, INSIGHT MANAGER (FUNDS & DFM) AT DEFAQTO
"I’ve had the pleasure of working with Sheridan for nearly two decades at Bank of Scotland Investment Service and The Share Centre (Share Plc), where he was instrumental in building the D2C investment proposition, from curated lists to co-managing in-house funds. Sheridan stands out for his proactive, can-do attitude, rigorous and structured analysis, and willingness to ask tough questions. His curiosity, integrity, and ability to view investments from both macro and micro perspectives make him exceptional. Thoughtful in communication, commercially astute, and always customer-focused, Sheridan is dedicated, professional, and a genuine pleasure to work with."