A structure that stands up
Where the return comes from, what secures it and who ranks first must be explainable in plain terms.
For investment providers
Specialist propositions
deserve a professional hearing.
New Walk Consulting works with a small number of specialist investment providers on positioning, adviser-facing material and credible access to professional intermediaries.
Engagements are selective. [Commercial terms, scope and any regulatory arrangements to be confirmed.]
The problem
Most propositions are not misunderstood. They are mis-explained.
Specialist providers rarely fail on product design. They fail on positioning: material written for the wrong reader, mechanics explained in the language of the fund rather than the language of the adviser's file.
Advisers have to justify a recommendation years after they make it. If a proposition cannot be described structurally — where the return comes from, what secures it, what has to remain true — it will not be recommended, however strong the underlying business.
New Walk's contribution is to close that gap before a proposition reaches the intermediary market.
What we do
Six practical workstreams
Engagements are shaped around what a provider actually needs, drawn from the following.
Positioning
Clarifying what the proposition is, who it suits, and the language an adviser can actually use on file.
Material review
Reviewing adviser-facing material so structure, security and risk are addressed before performance.
Distribution strategy
Deciding which intermediary audiences are worth pursuing, in what order, and at what pace.
Introductions
Introducing propositions to advisers, wealth managers and family offices where the fit is genuine.
Technical translation
Turning fund mechanics into an explanation an adviser can record, defend and revisit later.
Honest appraisal
Saying plainly where a proposition is not yet ready for the intermediary market, and why.
Experience
Distribution built on adviser relationships.
Andrew has spent over thirty years in financial services, across the UK life and pension market and offshore life companies based in the Isle of Man, with a specialism in tax, trusts and UK pensions.
That background shapes how propositions are introduced: technically, patiently, and to advisers for whom the proposition genuinely fits.
Process
How an engagement works
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01
Introduction
An initial conversation about the proposition and its intended audience.
-
02
Structural review
Examining how the proposition is built and how it is currently explained.
-
03
Positioning work
Reframing the narrative and material for a professional readership.
-
04
Selective introductions
Engagement with advisers and intermediaries where the fit is genuine.
-
05
Ongoing support
Feedback from the market, and refinement of material over time.
Fit
What we look for
Three things tend to determine whether an engagement is worthwhile for either side.
A defined audience
Clarity about who the proposition is for — and, just as importantly, who it is not for.
A long-term view
Credible adviser relationships are built slowly. Providers seeking volume quickly are a poor fit.
Tell Andrew about the proposition.
Send a short outline of the structure and the intended audience. Andrew will say honestly whether New Walk is the right fit.
Important information
Nothing on this website constitutes financial, tax or legal advice, or a personal recommendation. Specialist investments referenced are available only to eligible investors and involve risk to capital.
Business Relief and other tax treatment depend upon individual circumstances and the relevant legislation, which may change.
Tax treatment depends on individual circumstances and may change. Where Business Relief is discussed, qualification for relief is not guaranteed. Investments can fall as well as rise in value and investors may not get back the amount invested.