Strong partnerships, better results
We offer the best combination of expertise, service and support for financial advisers and SIPP Partners.
SIPP
Our range of three SIPPs can offer:
- Cost effective platform alternative
- Flexible pension freedom vehicle
- Tax wrapper for commercial property solutions
SSAS
With a SSAS company directors can:
- Loan bank accumulated pension savings to the business
- Implement business succession plans
Commercial Property
Selecting us for a SIPP property purchase can provide the additional following benefits:
- Certainty of service level standards
- Access to our Solicitor panel
- Access to bespoke insurance cover
Insight, News and Views
Konstantina Paraskevopoulou2018-09-11T13:45:13+00:00
The business funding opportunity hidden in plain sight
Featured in Professional Adviser: Lee Halpin, Technical Manager, suggests advisers might be able to unlock opportunities within their existing client bank by presenting the possibility
Konstantina Paraskevopoulou2018-09-11T13:53:32+00:00
Business funding – what about my pension?
Featured in the Herald: Could your pension pot provide a business funding solution? Eddie McGuire, Managing Director, explains how can be possible, as well as
Konstantina Paraskevopoulou2018-09-11T13:54:13+00:00
Do Investment Pathways strengthen the case for CRPs?
Featured in Sipps Professional: Lee Halpin, Technical Manager, explains why the FCA intention on improving retirement outcomes for non-advised clients might actually be relevant to advisers.