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
Latest from the Blog
Investment due diligence . . . more to learn
A month has now passed since Justice Jacobs gave his judgement in the case between Berkeley Burke and the FOS. But as the dust settles, the overriding sentiment is still one of uncertainty rather than
Insight, News and Views
Forget Brexit, try the self-investment debate
Featured in the Herald: Will self-investing be redefined under regulatory reforms? Lee Halpin, Technical Manager, offers his perspective as the regulator focusses on consumer protection.