We are experienced providers of self-invested pension schemes, operating across the UK. Our senior team has been involved with SSASs since 1977 and SIPPs since 1995, with over £12bn of assets under administration, giving us almost unrivalled experience in this field. We have dealt with all aspects of these schemes over the years, enabling us to provide a full range of services and bespoke solutions.
We are aware that clients and their advisers require robust service, accessibility, modern technology and innovation. Our substantial knowledge and experience, and our investment in modern systems, mean that we deliver in all these areas.
Our experience also tells us that further requirements are clarity, ease of use and reliability in the services we provide. We ensure that all our processes are clear and straightforward, ensuring the best possible relationship between us, the client and their adviser.
First class products
Our aim is to deliver the best self invested pension products in the market, from the simple and straightforward to the complex and bespoke.
The personal touch
Our company ethos is to offer a superior level of personal service to advisers through our dedicated relationship teams working together with experienced technical experts.
Expertise
Our management team has been involved with SSAS since 1977 and SIPP since 1995, giving us senior experience that is almost unrivalled amongst our peers.
Access when you need it
Our dedicated team is supported by cutting edge technology, providing our clients access to simple and robust dealing as well as secure 24/7 online valuations