:: RichardAllenInvest Experience

Analysis | Experience | Delivery | Sandler | Writing & Audit | Relationships |

RichardAllenInvest is the trading name for Richard Allen, an independent self employed investment consultant, offering his services on a B2B basis only to IFAs. I do not transact any other investment business professionally, other than for personal reasons and have no financial relationship with any product providers. Being unregulated, RichardAllenInvest does not make client specific recommendations unless requested to on an ad hoc basis by a client. Responsibility for acting upon opinions given by RichardAllenInvest lies solely with the client IFA. Richard Allen is not registered for VAT .
About Richard Allen:
I have over 16 years experience in the investment management industry, of which 12 years were spent in an investment management environment and the latter 4 plus years in the IFA arena. My experience, knowledge and expertise is wide ranging and has included portfolio management, fund research, third party portfolio benchmarking, measurement and monitoring, SIPP asset allocation, construction of quantitative portfolios for IFAs, portfolio reviews, market commentaries and miscellaneous investment writing. The above has allowed me to develop an enviable network of contacts in the investment industry, particularly amongst fund managers, strategists, economists and consultants. Past employers in the investment industry include M&G, Hambro Fraser Smith, Towry Law, Chase Fleming, Willis National and MX Financial Solutions. My professional qualifications are the Investment Management Certificate and Financial Planning Certificate (Papers 1 & 2). My full CV is available on request.
		Fees are £500 per month payable by standing order on a retainer basis. No VAT is payable.