Trustees of most schemes below £50m tend to be very conscious of fee levels (rightly so, given that it is not their money being spent). A consultative approach with meetings every quarter to develop strategy can be effective. But it is costly. And time consuming. So it’s not often appropriate for small schemes. We offer you an alternative: sound, cost-effective investment advice via a series of tools and packages, mostly with fixed, predictable costs. You only see us when you need us. You only pay for what you need. So you save time and money.
A lot of investment advice, while useful, is generic. For example, the issues we raise when advising on gilts versus corporate bonds or active versus passive management will be the same for all of our clients. So we’ve decided to give this to you for free. We will direct you to the specific resources on our website barkertatham.com and you are welcome to access this yourself whenever you choose. This means that we can concentrate on helping you with the aspects that are specific to your scheme, so that you get an investment strategy that best meets your needs.