We provide expert investment advice for our clients and this is led by our Chief Investment Officer, James Igoe.

James began his career at a US investment bank in the early 2000s and moved into fund management in 2007, helping to manage a £100m UK equity fund. He has worked in New York, Singapore, London along the way and we’re delighted to have him here at Pension Pulse overseeing investments for our clients.

Having managed significant funds through the credit crunch and many other stock market events, James has the benefit of taking that experience and applying it to all of our customers to help them now and in the future. In spite of events that come our way.

Our investment products

We offer clear and dedicated investment advice for our pension clients as well as those customers investing in ISAs and standard investment accounts (also known as GIAs).

We cater for onshore and offshore bonds where these are useful to our customers (feel free to call/email our dedicated investment team to find out more)

We have access to tens of thousands of investment funds from all over the world to suit a wide range of risk levels, from cautious all the way to growth, so we can create an investment plan that meets your individual goals and needs.

ISA
(Individual Savings Account)

A tax-efficient account that lets you save or invest without paying tax on the returns.

GIA (General Investment Account)

A flexible investment account with no tax advantages but no annual limits on how much you can invest.

Onshore and
offshore bonds

Long-term investment plans, often used for tax planning, that can hold a wide range of investments and are based either in the UK (onshore) or overseas (offshore).

Curious to find out more?
Speak to a member of our team today for a free investment health check