Why choose us?

We have decades of experience working with Small Self-Administered Schemes and business owners. We will put that accumulated knowledge to work for you ensuring you have the perfect solution for your needs. We’ve been a provider of Small Self-Administered Schemes since 2010. However, our directors have been involved in SSAS since the 1970s. You benefit from that wealth of knowledge and experience which has been built up over many decades.

If you have a SSAS with us, you will have a dedicated single point of contact. This person will develop a deep understanding of you, your SSAS and your business. They will deal with the day-to-day management of the scheme and be available to answer your questions. As we’re a small team though, when your point of contact is away from the office, you’ll still be able to get through to someone who knows you and your scheme.

We aren’t the cheapest SSAS provider, nor are we the most expensive. Instead, our fees are fair, transparent and deliver great value.

We specialise in working with business owners. That means we understand your challenges and aspirations and have the expertise to help you overcome and achieve them.

The SSAS market is full of organisations willing to push the boundaries of what HMRC will allow. If that’s what you are looking for, you’re in the wrong place. We’re unashamedly conservative in our approach to self-invested pensions though, believing that a SSAS is first and foremost a vehicle for saving for retirement.

Our aim isn’t to manage as many schemes as possible, but to work with a select number of business owners who share our values and to whom we can make a substantive contribution towards the success of their business and the growth of their pension.

By providing bespoke services specifically designed for the unique requirements of small to medium-sized businesses, this gives you the time and space to focus on what matters most to you.