building
chartered
awards
Our reputation

Awards
Testimonials

Our approach

Group IFA aims to understand the financial life goals of each and every client, ensuring that our solution is tailored to you. On-going reviews are sustained in order to maximise the opportunities that are available in the marketplace. By identifying and addressing these changes, together we can help you achieve the financial future you desire.

Investment commitee

Our Investment Committee is dedicated to interpreting the macro-economic environment and setting the overall asset allocation strategy for use within the Group’s extensive divisions of risk rated investment portfolios.

Our investment committee bring a wealth of experience, the committee is made up of investment specialists, with a combined experience of over 160 years. With the newest independent addition of Graham Harrison, our Investment Committee is gaining unparalleled knowledge of asset allocation, quantitative and qualitative research; vital to making sure our offerings are suitable and effective yet still personalised to you.

Peter Bickley

Head of Asset Allocation

Peter was formerly the UK Chief Strategist and permanent member of the Global Investment Committee for Deutsche Bank and the Chief Economist and Chairman of the Investment Strategy Group for Tilney Investment Management. Today, Peter has primary responsibility for interpreting the global macro-environment and setting the overall asset allocation strategy for use within the Group’s wide range of risk investment portfolios.

“Asset allocation is probably the most important part of portfolio construction. If you get it right you will probably be able to withstand any shocks that are coming along, if you get it wrong at the beginning you are always going to be behind the curve.

Connect with Peter

Adam Wilkinson

Partner

Adam is a Chartered Fellow of the Personal Finance Society, holds the Certified Financial Planner status and is also an IMI Securities Representative. During the last 15 years, Adam has been responsible for managing the regional private client operations of several leading accountancy practices and employee benefit consultancies.

His role and expertise covers a broad range of private client services including tax deferral/mitigation planning, specialist pension structures and lifetime cash flow modelling. Adam has also recently acted as expert witness on specialist court cases.

“I have been specialising in the provision of advice on all types of pension arrangements for more than 15 years, not only to professional advisers but also to their clients.

Connect with Adam

Simon Brett

Director & Chief Investment Officer of Parmenion

Simon’s professional approach to investment management has allowed him to ensure that every investment is fit for its intended purpose. Working for Parmenion, Simon has been in the industry for over 26 years, gaining far-reaching experience and knowledge that he uses within the Group IFA Investment Committee.

He is also associated with the Chartered Securities Institute.

“Being responsible for all investment solutions ensures that every investment is fit for purpose.

Connect with Simon

Graham Harrison

Co-founder and Group Managing Director of Asset Risk Consultants (ARC)

Graham brings a wealth of knowledge and experience to the Committee. After obtaining a post graduate degree from the London School of Economics, Graham worked for HSBC, the Caribbean Development Bank and the Bachmann Group in Guernsey before leading the management buy-out of Asset Risk Consultants (ARC) in 2002. ARC provide investment consulting, fund manager research and performance reporting services to the financial industry. ARC are also the leading provider of investment management performance benchmarks via their Private Client and Charity Indices. Having worked with members of Group IFA in the past Graham is also familiar with the ethos of the business.

“My role on the Investment Committee will be to challenge, question and bring a truly impartial viewpoint to the discussions and decisions we make.

Connect with Graham