We understand how to deliver clear investment advice in a practical manner. We work with trustee boards, where individual levels of investment experience vary significantly.
Our preference is to deliver advice through meetings and video conferencing rather than lengthy reports. We build strong working relationships with trustees and other advisers. And we are in close contact with fund managers, who keep us informed of new developments.
We have ISO 9001 certification, operating a quality framework which incorporates a strict peer review policy. Our work is independently and internally audited. We also have ISO 27001 certification, with stringent data security policies in place to protect your data.
We use in-house software to demonstrate the differences between investment strategies clearly.
First Actuarial is fully owned by its partners. Our staff do not work to chargeable hour targets and are not incentivised to sell products. Instead, we focus on delivering the services that clients need. Our investment team is growing steadily based on our success in providing pragmatic and proactive services.