We provide expert investment advice for our clients, led by our Chief Investment Officer, James Igoe. James began his career at a US investment bank in the early 2000s, moving into fund management in 2007, where he helped manage a £100m UK equity fund. He has worked in New York, Singapore, and London - and we’re delighted to have him at Pension Pulse, overseeing investments for our clients. Having managed significant funds through the credit crunch and numerous other market events, James brings invaluable experience to the table - applying it to support our clients now and into the future, whatever the markets may bring.

Our investment products

We offer clear, dedicated investment advice for our pension clients, as well as for those investing in ISAs and standard investment accounts (also known as General Investment Accounts, or GIAs). We also support onshore and offshore bonds where these are suitable - feel free to contact our dedicated investment team to learn more. With access to tens of thousands of investment funds from around the world, we can cater to a wide range of risk profiles - from cautious to growth-focused - and build a tailored 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).