Our idea was to bring together a select group of like-minded people, with the widest range of investment skills, each of whom has a distinguished track record in the pensions and investment sector. Then deploy - on a set fee basis - only the most appropriate experts to ensure we meet and
exceed trustees’ specific needs.
Chris Edge Chief Executive AEIA
At AllenbridgeEPIC we charge set fees. Everything is clearly costed before you commit to our consultancy. You can buy as much or as little as you require. But you can be very sure you unlikely to receive such excellent value for money from any other adviser.
At AllenbridgeEPIC you will find the widest range of expertise on tap. Advisers who have worked both in the investment and pension fund arenas. All have distinguished, enviable track records and it’s unlikely you will find access to such expert opinion anywhere else.
At AllenbridgeEPIC we have access to the independent research source within Allenbridge Group plc. This allows our advisers to offer uncompromised advice based on their own independent thinking and backed up by research that banks and institutions pay a premium for.
At AllenbridgeEPIC we won’t leave you feeling ‘what, exactly, did I pay my consultantants for?’ Our prime objective is to deliver a clear step-by-step set of ‘actionable outcomes’ - in response to your objectives - ensuring you know the outcome of any recommendation.
AllenbridgeEPIC Investment Advisers (AEIA) provides independent investment experts, who have all held senior positions in the investment industry, to advise pension or charity trustees, investment committees, pension managers and sponsors on investment related issues.
Each adviser brings to our clients practical, in-depth knowledge and experience of all aspects of the management of pension or charity assets. Clients have the reassurance of knowing their adviser is FSA regulated, has professional indemnity insurance and is dedicated to their fund. Our focus is purely on investment related issues and the provision of investment advice.
We offer no other service or function - our work for our clients is uncompromised by conflicts of interest.
We are independent - our business development is focused particularly on ‘word of mouth’ introduction. Our business is to grow ‘with our clients and not at their expense’.
We have what is possibly a unique business model in the investment industry; our advisers are not set target income levels to generate from their clients. On the basis of their workoad and the requirements of our clients, our advisers specify the number of clients that they are comfortable working with...
...because at AllenbridgeEPIC our clients' interests are paramount.
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