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 rated investment portfolios.
Head of Asset Allocation
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.
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.
Co-founder and Group Managing Director
of Asset Risk Consultants (ARC)
My role on the Investment Committee will be to challenge, question and bring a truly impartial viewpoint to the discussions and decisions we make.
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
Director & Chief Investment Officer of Parmenion
Being responsible for all investment solutions ensures that every investment is fit for purpose
What our clients say
The service provided to me by Pro Sport has been unbelievable and has helped me understand, develop and plan my future finances, I’m truly grateful for their help and guidance.
Bristol City FC
IFA Wealth Management has provided us with advice on wealth management and managed our investments for the past two and a half years, since the inception of the Leeds Office, but our client relationsh...
Alan & Sue Aldred
The level of industry knowledge and service excellence received from Phil and his team leaves me with no hesitation but to endorse this new website and wish IFA every success for the future
We have been clients of Steven and Simon for many years. They have always managed our portfolios with integrity, care and diligence. Their service is straightforward and transparent with patient atten...
DC and EC
I have used the services of ?Pro Sport for the past 3 years and it was the best decision I made for my family. We now feel extremely comfortable and at ease with our finances and future knowing that i...
Wigan Athletic FC
Steven has looked after our investments, pensions and family trusts for over 10 years (under various corporate banners) and has been ably assisted by Simon in this regard. Steven is always well inform...
GOH and LOH
I have known Gareth Griffiths for a long time as both a trustee and board member of the PFA. I have been very impressed with his integrity and knowledge of pensions and investments and would have no h...
Gordon Taylor OBE
I have known Phil Rose for many years and I have always been impressed by the enthusiasm he has for his subject and his industry. There is no doubt that his energy and application are key factors in t...
I have been a client of Phil Rose at Group IFA for over 10 years. Initially Phil and his team managed my personal financial affairs but this soon transcended into supporting the financial needs of my...
Phil Rose and his team at IFA Ltd are the first port of call in the North West in managing wealth for high net worth individuals and entrepreneurs. With an accountancy and tax advisory background Phil...
Hill Dickinson LLP
Over the ten years that we have worked with Richard Taylor, he has always provided proactive, relevant and sensible advice on investment, wealth management and pension matters. Now that we are in reti...
John and Cecilia Parker
Group IFA have been advising me both personally and business wise for over 10 years. During that time I have been provided with first class advice and we have undertaken a number of building acquisiti...
Gresham Office Furniture Limited
I have had the the pleasure over the past 10 years of knowing and being guided carefully and professionally through the various vagrancies of the financial world with all its peaks and troughs by...
Phil Rose provides my family with technical pension and financial advice. Over the last 12 years he has always been proactive when considering the needs of the family business and has acted as a truly...
I would like to thank Pro Sport for all their help over the last few years. They have provided me with solutions and options of what can be done with my finances, while also helping me with my Pension...
Huddersfield Town FC
Our firm works very closely with IFA on a number of mutual clients. Phil and his team are very proactive in both the day-to-day pensions and wealth management, and the wider issues that affect the bus...
Phil Rose and John Holt fully deserved to be awarded ISO 22222 certification. Through our dealings with Phil, John and their team it is clear that IFA Ltd is committed to providing a high quality serv...
I have worked with IFA Limited for the past four years and during my association with them they have proved to be astute advisors on all investment matters as related to our family combined investment...
Mr Winston Alladin
British International Helicopter Services Ltd
Richard has advised me for over 15 years and has always dealt with me in a professional but personable way. I have appreciated his guidance and trust and rely on him to advise me on both my business a...
Davidson Site Services Ltd
We have dealt with Richard for a number of years and have always found that he has provided comprehensive, realistic and straight forward advice. His recommendations have been completely aligned with...
Robert and Petia North
Pure North Cider Ltd
I have been a client of Group IFA for over four years. Phil and his team supported me greatly after my previous provider were responsible for a grave admin error which resulted in a lengthy enquiry. W...
I have had the good fortune to have been advised by IFA for many years and by Steven Banks even longer. I have been really pleased by the way they have always started with trying to fully understan...