About Us

[vc_row 0=””][vc_column 0=””][vc_column_text 0=””]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.

Our role:

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:[/vc_column_text][/vc_column][/vc_row][vc_row 0=””][vc_column 0=””][vc_approck_title_subtitle_excerpt title=”Level 1″ title_color=”#dd3333″][/vc_column][/vc_row][vc_row 0=””][vc_column 0=””][vc_column_text 0=””]

SSAS Implementation – If you wish to create a new SSAS, and already have a full understanding of SSAS, we will provide you with a process to set up a new Scheme for you. This service will provide you with an operational SSAS, with no additional face to face support, consultancy  or guidance.[/vc_column_text][/vc_column][/vc_row][vc_row 0=””][vc_column 0=””][vc_approck_title_subtitle_excerpt title=”Level 2″ title_color=”#dd3333″][/vc_column][/vc_row][vc_row 0=””][vc_column 0=””][vc_column_text 0=””]SSAS Implementation and Consultancy – If you are interested in a new SSAS or the transfer of an existing SSAS, we will consult with you, understand your objectives and circumstances and advise upon SSAS, and in line with your requirements, implement a new SSAS for your business, providing a fully supported face to face service with ongoing guidance and engagement.[/vc_column_text][/vc_column][/vc_row][vc_row 0=””][vc_column 0=””][vc_approck_title_subtitle_excerpt title=”Level 3″ title_color=”#dd3333″][/vc_column][/vc_row][vc_row 0=””][vc_column 0=””][vc_column_text 0=””]SSAS Implementation, SSAS Consultancy and Specialist Professional Advice – If you are interested in the merits of SSAS, and require a Consultative and Advisory service, we will provide a fully engaged approach, which will include our most detailed service, guidance and implementation, combined with the Professional Services and formal advice of a Specialist Tax and/or Pensions Accountants Firm. We are aware that most Accountants, as general practitioners, have a limited knowledge in the specialist field of SSAS pensions and we appreciate that our clients require the services of a Specialist Accountant / Tax Planner in this field, to ensure that they are acting and planning most appropriately for their circumstances.[/vc_column_text][/vc_column][/vc_row]