For two decades, we have been providing services to leading UK and international financial institutions.
Please call us to discuss how we might be able to help you.
Over the years we have provided strategic advice to a wide range of UK and international organisations active in the financial services sector.
Our clients include many life insurers, banks, asset managers, investment banks, and others such as financial regulators, law fiirms, actuarial consultancies and technology and outsourcing providers.
In partnership with eValue and Towers Watson, we have successfully designed, delivered and managed high quality financial modelling tools to help product providers and financial advisers enhance the decision-making and advice process to the benefit of consumers. Clients have included AEGON, Fidelity, Skandia and Scottish Widows.
We have particular capability in areas such as drawdown, with profits, variable annuities and other propositions with complex tax and guarantees features.
We have a proven track record of assisting financial institutions and financial sector service providers plan and achieve their business development objectives, breaking into new markets as well as enhancing their positioning with regard to existing activity.
Take advantage of our market insights and industry connections to help boost your organisation.
We are renowned for our influential and game-changing market insights, and our services have been used by HM Treasury, the House of Commons Treasury Committee and the UK Financial Services Authority, as well as by many insurers, banks, fund management groups and others.
We have worked on many transactions over the past 25 years, supporting investment banks, corporate finance boutiques, private equity firms, as well as providing direct assistance to buyers and vendors.
Publications & Data
We are well know for the breadth and depth of our publications and bespoke reporting, which have been used extensively across the life assurance, pension scheme, asset management, retail and investment banking sectors in the UK and internationally, as well as by other consultants and leading professional firms for more than a quarter of a century.