Investment Strategy ImplementationA plan is only as good as its execution

Once you’re confident in the design of your investment strategy we’ll work with you to make it a reality

The process of implementing a strategy is as unique as the strategy’s design. We don’t do pre-made strategies run on ‘factory settings’.

However, based on your funeral trust’s requirements we can help you materially reduce investment risk and protect your Trust's surplus, for example. Or perhaps, eliminate your trust’s deficit and generate a surplus. Diversifying your Trust’s investment portfolio / strategy will help here.

Diversify your investment portfolio
Reduce interest rate and inflation risks
Manage and have confidence in your expected returns
Access to institutional funds

This means not being overly exposed to, and reliant on, a single asset class or a collection of asset classes that behave in a similar way. As well as reducing interest rate and inflation risks, typically without lowering the expected return of the assets.

You’ll have access to best in class funds for each asset class too. This is because we access full market research using an institutional platform, all within a fee structure that’s fair and free from nasty surprises.

Why choose us

We'll be your partner on the journey from start to finish.

Specialists: Your small to medium sized funeral trust is our niche. We’re specialists in getting results for those with a smaller amount of assets – £5-500m in assets under management.
Independence: We pride ourselves on giving the best whole-of-market advice and implementation solutions that are work for you… not us. We go out of our way to avoid conflicts of interest, for example we use third party investment funds rather than have our own.
Human touch: You get truly tailored, unbiased advice from a team with a personal touch, who know their stuff and are only a phone call away.

Find out more about our people and our company