About Us

Our reputation

People see us as...

• Being ahead of the game
• Spotting new opportunities early
• Capturing trends before they are obvious
• Having superior technical knowledge to the financial benefit our clients
• Being successful investors for our clients
• Warning of impending industry problems before the authorities or media.

Some examples of our pro-consumer early warnings

• For years we have criticised the sham of With Profits
• In 1992 we argued against endowment mortgages
• In 1997, we went public on the problems at Equitable Life
• In 1997, we spotted widespread pensions income mis-selling
• In the early 1990's, we predicted low interest rates
• In the early 1990's, we drew attention to ineffective pension plans
• Always we have warned of the dangers of index trackers
• We now predict boom, not recession - equities, not deposits
• We constantly challenge the government to simplify pensions
• We predict the Equitable Life problems are the tip of the iceberg
• More recently we have been warning of the potential perils of the buy-to-let market