Our clients include Defined Benefit and Defined Contribution pension schemes, pensions Master Trusts, charities and asset managers.

We view all our clients individually, appreciating that they need investment solutions specific to their own schemes. We are also committed to providing smaller schemes with the same quality of advice and level of client service that many investment advisers reserve for their largest clients.
We have not lost a client since inception and are delighted to work with the following institutions:

Multi Employer DC Pension Schemes

Underlying employers include Marks & Spencer, Sainsbury, Debenhams, Ladbrokes, Arcadia, Mothercare, ASDA, the Co-operative Group, SPIE Matthew Hall and Skanska.

Financial Institutions

Advisor to L&G IGC, oversight of several insurers under PTL GAA and Johnson Fleming

Employers and Pension Schemes