Independent investment advice and razor-sharp execution

We provide clear and independent investment advice which we help you implement quickly and effectively.

Areas include:

  • Setting objectives including technical provisions, low dependency and buy-out
  • Assessing the appropriate level of investment risk and return and defining strategies to achieve these targets
  • Identifying how and when schemes need to reduce the rate of return and managing the pension scheme’s level of risk

We then help clients choose the right portfolio to maximise returns and/or minimise their level of risk, which we do by identifying an appropriate mix of asset classes. We do not own our own funds and we are not fiduciary managers, so we can be truly independent and tailor our advice to the needs of our clients. We also do not claim to recommend the ‘best performing fund manager’ as this is not feasible for any adviser.

With the right strategy, we then focus on razor-sharp execution which means we make things happen.  We get things actioned and completed efficiently between meetings, via our specialist operations team that are solely focused on dealing with investment monitoring and transitions.

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