I am a Partner within Isio’s Investment Consultancy business, having founded the Investment Consulting team in Bristol in November 2018.
Regardless of the approach used – advisory or delegated – Trustees want confidence and comfort that their scheme is in safe hands and they remain on track to meet their investment objectives
Partner & Head of Fiduciary Management Oversight
As Head of Fiduciary Management Oversight at Isio, I have a comprehensive understanding of the fiduciary market and a deep insight into the providers. I help clients to select, review and monitor their fiduciary managers. As a senior investment consultant with over 25 years of experience in the pension industry, I have advised institutional clients, primarily defined benefit pension schemes, ranging in size from £200m to £3bn.