Hi I’m Richard and I have over 30 years experience working with Trustees and Corporates helping them design and implement investment solutions.
Investment should be understandable and not shrouded in jargon. I aim to bring advice that is understandable, simple but effective.
Investment advisory has changed dramatically over my career. The changes in the nature of Defined Benefit schemes from being open to new members and accrual to now many being in ‘run-off’ means the investment needs have changed dramatically.
I’ve had the pleasure of working with many different Trustee bodies and corporates over the years and have helped clients implement strategies in line with their specific needs and objectives.
I’m proud that the solutions we have brought, and continue to bring to clients, are directly linked to their needs resulting in good outcomes and satisfied clients.