As a Partner at LCP I help my clients to improve their investment strategies by providing clear and actionable advice.
I do this by working collaboratively with my clients to understand the key investment issues they face, agreeing a clear set of objectives – also considering how these are likely to change over time – and recommending practical solutions which can be readily implemented. Working in this way helps my clients to make better and faster decisions, rather than focussing on smaller details which would make little difference in practice.
My clients include both DB pension schemes and UK insurance companies, ranging in size from £100m to £4bn.
In addition to advising clients I'm also a lead member of LCP's Real Assets Research team and sit of LCP’s Financial Assumptions Committee. I joined LCP in 2011 and am a CFA charterholder.
Working with LCP feels like being part of a bigger team. The collaborative approach is a breath of fresh air compared with previous advisors.
How I can help
We help you make important investment decisions, and make sure that your investments are performing as you need them to.
We help you get your investment strategy right to ensure good member outcomes in your DB and DC schemes.
We help pension scheme trustees and sponsors to determine the ultimate destination for their scheme and help them put together a plan to get there, including how to effectively manage the risks they face along the way.
We help trustees achieve their strategic goals, with solution-led, appropriate advice.