Who we are:
We have been engaged in Banking and Financial services and Financial Advisory roles for 30 years and have consulted with many many clients in that time, guiding and assisting them with the specialist and advantageous strategies available with SSAS pensions. We take a serious pride in our work and strive to offer personal and highly effective and professional service to all of our clients. We have clients all across the UK and are happy to engage with clients and their professional intermediaries anywhere in the UK.
We offer a fully bespoke service to our clients, covering all aspects of SSAS creation or SSAS Trustee transfer. We very much believe in providing the very best of service, and ensure that we always engage directly with all of our clients face to face. This process is very specialist, and is generally not available through generalist Financial Advisers or indeed with other SSAS providers. Our key differentiator is the direct engagement with our clients and their advisers, to offer real, practical and highly effective guidance and support.
Our chosen SSAS partner:
We have elected to Partner with SSASCo, an outstanding provider of SSAS pensions. We believe that their unique blend of professionalism, scale, technical ability and friendly personal service is unchallenged in this specialist sector. SSASCo provides a fully supported SSAS structure, with Professional Trustee as well as Professional Administration services and full Technical Team.
We provide a bespoke consultancy service to our many business clients and professional intermediaries, assisting them in their understanding and use of specialist SSAS pensions. We engage with clients in the following ways:
Our Service Level options: