We work alongside professional advisors, pension companies and pension trustees. We do not provide advice on pensions – we manage the investments within them.
We pride ourselves on our traditional quality service and we can tailor your pension portfolio to meet your investment requirements. We can propose long term investment strategies whilst accommodating shorter term liquidity requirements or changes in the regulatory environment.
For individuals, we can manage SIPPs alongside other investment portfolios such as ISAs and family portfolios. It is possible, and entirely reasonable, that the investment objectives and risk level for your SIPP may differ from those set up for your overall portfolio. A key benefit of bespoke investment management is that all the components of an investment portfolio can be constructed and reviewed individually.
Partners: Andrew Lidsey, James Crocker, Mark Atherton and Sasha Parmar
Please contact us if you would like to discuss pensions in more detail, or see our FAQs page or “Becoming a client” section.