Start with the business
Understand the commercial reality, the client proposition and your team’s capacity before deciding what needs to change.
About Allington
Sector experience. Personal involvement.
Allington Wealth Consulting brings a practitioner’s understanding of wealth management to the decisions, propositions and operating challenges facing your firm.
The practice lead
Tom
Founder, Allington Advisors
Experience includes- Head of Investments, A&J Wealth Management
- Investment Committee chair
- Investment proposition development
- Multi-asset research and fund due diligence
Experience from
inside the business.
Tom is an investment and wealth management professional with more than a decade of experience across portfolio management, investment research, governance and proposition development.
As Head of Investments at A&J Wealth Management, he led the central investment proposition and chaired the Investment Committee. His work included discretionary portfolios, fund development, model portfolios and sustainable investment propositions.
That experience brings together the investment decisions themselves and the structures around them: research processes, oversight, team responsibilities and the way advisers explain the proposition to clients.
Through Allington Wealth Consulting, this perspective supports firms making strategic choices, improving how they operate and putting change into practice.
These are examples of experience from previous roles. Work with Allington is scoped around the specific requirements of each engagement.
How we think
Clear enough to use.
Practical enough to deliver.
Keep the thinking connected
Consider the investment proposition, operations and leadership together, so that recommendations work across the firm.
Stay accountable
Work directly with the practitioner responsible for the analysis, recommendations and agreed delivery support.
Part of Allington Advisors
Focused on wealth.
Connected to the wider business.
Allington Wealth Consulting is a specialist practice of Allington Advisors. It applies the broader practice’s focus on strategy, operations and implementation to wealth management and financial advice businesses.
Each assignment has a clear lead, agreed responsibilities and a defined scope. Where additional expertise is useful, the delivery arrangements are discussed as part of the engagement.
Explore Allington AdvisorsYour next step
Let’s start with what matters to your firm.
A specific decision, a challenge that keeps coming back, or simply a sense that something needs to change. Start with a conversation.