Phone: 0330 022 4997


Out with your comfort zone?

Don’t feel comfortable discussing this type of strategy with clients?

We understand. SSAS is a specialist area of an already specialist sector. We are naturally well placed to handle all matters for you with your client, and will do so as part of our process. You have no compliance risk.

Removing your risk – Specialist Accountancy expertise;

To ensure that your client receives the very best guidance and comfort, we work closely with Specialist Chartered Accountants, who are able to guide and assure your client on the specific tax benefits and implications of SSAS as well as on the other related tax considerations in the whole SSAS process.  This is optional, if you or your client feel that they require this level of assurance.

As an Intermediary – all we need for you to do is simply complete our contact form to register as an Intermediary / Introducer. We will then provide you with a private login access, which will allow you to input new clients and track the progress of your prospective clients.

Quick Referral


We are happy to arrange a mutually agreeable fee structure for the introduction of new business. We will discuss this with you.