What we do

Brian Shearing and Partners is a management consultancy specialising in the provision of services to financial institutions

These services include:

  • Product Development
    • Pensions
    • Individual Savings Accounts
    • Onshore and Offshore Bonds
    • Unit Trusts and Open Ended Investment Companies (mutual funds)
  • Start up businesses
    • Fund managers
    • Mutual fund managers
    • Life assurance companies
    • Pension schemes
    • Wrap platforms – B2B, B2C and Corporate
  • System and service provider selection
    • Systems for any of the above new products and start ups
    • Third party administrators for the above new products and start ups
  • Process reviews and audits
    • Fund managers
    • Mutual fund managers
    • Life assurance companies
    • Pension schemes
    • Wrap platforms – B2B, B2C and Corporate
  • Fund Rationalisation
    • Merging mutual funds
    • Merging life assurance funds (Part VIIs)
    • Making more use of mutual funds by life assurance funds
  • All matters regulatory including:
    • Retail Distribution Review (RDR)
    • Solvency II
    • UCITS IV
    • AIFs, AIFMs, etc, etc

And lots and lots of other consultancy services in related areas

Just ask to see if we have experience of what you require