An independent institutional investment advisor offering a wide range of investment services


Jagger & Associates is a specialist investment consultancy, which was established in August 1999. Our clients include occupational pension schemes, university endowment funds, trade unions and charities. We believe our clients benefit from having insightful, thought-provoking and frank institutional investment consultancy from a fresh, independent advisor - in particular, for pension funds, one separate from their Scheme Actuary.

The company's director, Simon Jagger, and his senior colleagues have significant experience in providing these consultancy services to clients, and are known for stating their views clearly and directly, aiming to get to the heart of a matter, a style which our clients have appreciated.

All our clients receive significant senior level involvement, not only in presenting work, but also in its production. Our reports are characterised as communicating technical issues fully but concisely, for example, our monthly Investment Update publication. The firm's delivery times are among the fastest in the industry. These are genuine advantages. Appointing an advisor from a niche player has considerable appeal for our clients, in terms of the committed consultancy service they receive.

Our logo is a Little Owl, Athene noctua to its friends.