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Need investment advice, but cannot afford it?

All defined benefit pension schemes need good investment advice.  But many small schemes cannot afford to pay for it.  Does that describe your scheme?

We think we can help.




No benefit, no fees for our asset allocation advice

Strategic asset allocation is the critical piece of investment advice. For small schemes it will also be the most expensive piece of advice.  If we cannot demonstrate to your satisfaction that our advice will pay for itself within the first 12 months, then we will waive our fees for this work.



Free advice in return for testimonials

We will undertake a full investment review for free.  All that we ask is that if you are happy with the results, you write a brief testimonial and allow us to use your scheme as a case study for our website.

This offer is only available for the first two schemes to approach us.




Free generic advice

Most of the advice that investment consultants give their clients is consistent regardless of which client the advice is given to (for example, “Should you use emerging market equities?”, “What are the advantages and disadvantages of passive management?” or “Corporate bonds or gilts?”).  We have decided to give this type of generic advice away for free.  So we only charge for the scheme-specific aspects of investment advice.

To access this generic advice, register on our website www.barkertatham.com.  Currently you can access 45,000 words of advice and educational material on the site.  It’s free to join.  You do not need to be a client, and there is no obligation to become a client.  We hope that if you find our generic advice useful, then you will bear us in mind when you need scheme-specific advice.


Contact us:

Steve Barker


0754 007 8454


Charles Tatham


0782 845 5680


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