Clients

From Lisbon to London

clients


world%2Bcopy.jpg

From Lisbon to London


logos.jpg

Aviva Acentric Royal London Columbia Threadneedle Franklin Templeton Puma Investment Octopus Investment BlackRock Prudential Axa Wealth/ AWI Canada Life / CLI BMOGAM St James Place Legg Mason HSBC Swiss Re Just Retirement Old Mutual Wealth Platforum Boring Money Teamspirit Owen James Utmost charles Stanley AEGON Premier Asset Management LV= Clever Adviser AIG Invesco Standard Life Zurich Sanlam PFS Cofunds Transact Ingenious Investments Time Investments Scottish Widows Hornbuckle Mitchell Raymond James Legal & General


Testimonials 

 

 
 
I’ve worked with Phil for over 7 years in my role as both Head of Proposition at a major cross-border life company and as Managing Director of Acuity Consulting, a market intelligence and distribution consultancy. Since 2013 I’ve engaged Phil in various assignments... I’ve always found Phil to be on top of any research brief given to him in delivering consistently insightful research that’s clearly articulated and which displays a thorough understanding of its intended target audience. He’s able to do this because he possesses an intimate knowledge of the financial services sector which enables him to provide a level of consumer and adviser insight that I’ve not seen elsewhere in this sector.
— simon willoughby, former head of proposition - Utmost / AXA Isle of Man
 
 
 
 

 
 
I joined Premier Asset Management in 2012, shortly after Phil Wickenden and his team had completed a detailed research project on our behalf. We found this research incredibly useful, both in terms of the actual results and in the way that the team presented a large amount of work in such a clear and interesting format. We have since used Phil on a number of other projects and would not hesitate to use them again.
— Simon Wilson, Marketing Director, Premier Asset Management