One Off Projects
There are sometimes times when we could all do with a little help. At work it may be because we do not have the spare capacity or expertise to carry out a particular urgent task. We are happy to undertake one off projects to ensure that things can move forward as and when you need them to.
Examples might be -
- Second opinions on proposed changes
- Help with new appointments
- Reviews of current arrangements
- Special projects
- Change management
There are many other areas where you may need help - if we do not have the expertise to carry out the particular task, we may well know someone else who could help you. Please feel to contact us if you would like to discuss this.
My View
The role of Investment consultants can broadly be split into to areas - investment strategy and manager selection. In general manager selection naturally follows on from the strategy that is set by the trustees.
With detailed analysis of recommendations and subsequent monitoring of the strategy Trustees will a better chance of being sold unnecessarily complex and expensive investment solutions.