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Client Area

Investment Consultancy

No Description

Our investment consultancy team specialises in helping clients set their investment objectives and strategy.  As part of our investment consultancy service, we can provide:

  • Asset/liability modelling
  • Cashflow analysis
  • Advice on suitable long-term strategy
  • Ongoing review and monitoring of this strategy
  • Ongoing advice on appropriate short-term "overlays"
  • Advice on risk management
  • Performance measurement/manager review
  • Advice on suitable benchmarks/targeted returns
  • Regular reporting
  • Regular meetings

In order to give objective professional and impartial advice at all times, we do not offer investment management services.

The advice and guidance provided by our investment consultancy service is for trust based occupational pension schemes, to help the trustees make appropriate decisions for the investment of pension scheme funds.  This service is regulated by The Pensions Regulator.  Some aspects of the investment advice provided to trustees is regulated by The Financial Conduct Authority (FCA), which means that clients receiving this service may have recourse to regulatory protection provided by The FCA; The Financial Ombudsman Service or The  Financial Compensation Scheme. 


David Colour

David Gascoigne, Managing Director, is responsible for the provision of all investment consultancy services. 

For further information, please contact