Consultancy
Safeguarding the financial future of your family, yourself and your business becomes effortless when you’ve got a team of experts to bear the responsibility.
To fully understand what matters to you, we embed ourselves in your life so you benefit entirely from the services we can offer. Understanding your needs becomes our passion, and providing your goal is our mission.
A journey to be enjoyed by all
If you’re a member of a Small Self-Administered Scheme (SSAS), we will consult with you on what you can and cannot do within the tax rules with your pension funds and advise on matters such as buying a commercial property.
Our consultancy service also includes creating one-off pieces of financial advice as part of your financial plan by understanding your assets and what you’d like from them in the future.
How we do things
With more than 30 years of self-managed pension consultancy expertise, we are experts in keeping abreast of regulations and markets to spot opportunities.
An integral part of this is collaborating with your existing professional advisers to ensure any plan we create fits in with their strategies too.
