SSAS STRATEGIC CONSULTANCY

ABOUT

OUR STANDARD CONSULTANCY SERVICE

Our standard SSAS service ensures that our clients are supported to create their SSAS application, are given access to an HMRC approved SSAS administrator and are given a grounding and education in the uses and applications of SSAS and essentially have a fully formed and useable SSAS at the end of that process.

OUR ENHANCED STRATEGIC CONSULTANCY SERVICE

Thereafter, for many of our clients, who really want to utilise their SSAS as best they can and in tandem with their business and wider plans and aspirations, we’ve created our SSAS Strategic Consultation Service.

AN ONGOING FULL PATHWAY OF SUPPORT

Our SSAS solution provides exceptional service, guiding clients through creating their SSAS application with support from an HMRC-approved administrator. We emphasize education on SSAS uses, ensuring clients fully understand its benefits for their financial goals. Beyond setup, our bespoke strategic consultation service offers personalized strategies to leverage SSAS for investment, retirement planning, and business growth. Our dedicated team ensures each client maximizes their SSAS potential, empowering them to confidently manage their financial future.

WHAT’S INCLUDED IN OUR SSAS STRATEGIC CONSULTATION SERVICE

Face to face or virtual meetings twice per annum

Open phone contact with SSAS consultants

Access to our expansive and specialist professional contacts

Closed member group for exchange of ideas, questions and plans

Access to shared commercial opportunities for opted in and vetted members

SSAS Technical help on demand

Access to specialist advisers

Strategic SSAS and business planning

ACCESS TO OUR SPECIALIST NETWORK INCLUDING

Tax specialists

Accountancy specialists

Funding / finance specialists

Advanced investment tools

Legal specialists

Financial advisers

Estate planning

Business structures

Testimonial 1

John Macleod, Lawrence of Kemnay Ltd

 

“I CAN`T RECOMMEND HIGHLY ENOUGH THE ADVICE PROVIDED BY DAVID ARKLEY IN HELPING PUT OUR SSAS INTO ACTION AFTER HITTING VARIOUS APPARENT ROADBLOCKS.

HE IS HIGHLY EXPERIENCED, NOT ONLY IN THE TECHNICALITIES OF SSAS BUT IN BUSINESS IN GENERAL AND TOOK TIME TO UNDERSTAND OUR COMPANY`S AIMS AND FORM A STRATEGY FROM THERE ,THEN PRESENTED TO US IN A VERY STRAIGHTFORWARD MANNER.

HE THINKS OUTSIDE THE BOX AND THIS COMBINED WITH LARGE AMOUNT OF COMMON SENSE AND GOOD HUMOUR HAS HELPED GREATLY WITH RECENT TRANSACTIONS.

WE LOOK FORWARD TO CONTINUING TO WORK WITH DAVID ON A REGULAR BASIS AND GENUINELY WELCOME HIS ONGOING INPUT ON ALL MAJOR FINANCIAL AND BUSINESS DECISIONS.”

Testimonial 2

Laura Hassall – Ringfence Ltd

 

“AFTER HITTING VARIOUS APPARENT ROADBLOCKS. HIGHLY EXPERIENCED, NOT ONLY IN THE TECHNICALITIES OF SSAS BUT IN BUSINESS IN GENERAL.

TOOK TIME TO UNDERSTAND OUR COMPANY`S AIMS AND FORM A STRATEGY FROM THERE, PRESENTED TO US IN A VERY STRAIGHTFORWARD MANNER.

THINKS OUTSIDE THE BOX AND THIS COMBINED WITH LARGE AMOUNT OF COMMON SENSE AND GOOD HUMOUR HAS HELPED GREATLY WITH RECENT TRANSACTIONS.

WE LOOK FORWARD TO CONTINUING TO WORK WITH DA ON A REGULAR BASIS AND GENUINELY WELCOME HIS ONGOING INPUT ON ALL MAJOR FINANCIAL AND BUSINESS DECISIONS”

Testimonial 3

Anton Moshkun – Moshack Ltd

 

“I HEARD ABOUT DAVID T HROUGH ANOTHER VERY SATISFIED CUSTOMER AND DECIDED TO SET UP A SSAS.
I WASN’T SURE HOW IT COULD BENEFIT ME UNTIL WE HAD OUR FIRST MEETING.

HE EXPLAINED THE OPTIONS CLEARLY AND CONCISELY AND PAVED THE WAY FOR ME TO SET UP THE SCHEME AND USE IT TO MY ADVANTAGE AS I EDGE TOWARDS RETIREMENT.”

FEE OPTIONS:

 

SSAS Strategy Consultancy Service

PAY ON DEMANDRETAINED CONSULTANCY
Day Rate : £650
Up to three SSAS members: £100 per month per SSAS

More than three SSAS members: £250 per month

Fees can be paid from either your limited company or your SSAS, the choice is entirely yours

Fees are subject to vat

Retained fees are collected by secure direct debit, monthly and are payable to our limited company, Raeburn Heriot Consulting Ltd

NEXT STEPS

Unlock the full potential of your SSAS with our comprehensive Strategic Consultation Service. Beyond our standard SSAS support, we offer face-to-face or virtual meetings, open phone consultations, and access to a vast network of professionals including tax specialists, financial advisers, legal experts, and more. Gain strategic guidance, technical support on demand, and collaborative opportunities to align your SSAS with your business goals and aspirations. With us, your SSAS isn’t just a retirement plan, it’s a powerful tool for financial growth and stability.

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