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We work closely with professional financial advisers who utilise our specialist SSAS and SIPP administration services for your clients. We support and provide an invaluable technical resource for you to draw upon when advising on retirement planning strategy and the feasibility and mechanics of underlying investments.
We provide a personal service to you and your clients. In contrast to many of our peers, we do not departmentalise our administration function, and we actively avoid the faceless call-centre approach that many of them have adopted. We do our utmost to ensure that each IFA who refers clients to us has a designated administrator who will look after all their clients' schemes. In addition to this, you will have a consultant available to you to discuss complexities surrounding pensions legislation.
We have formed strategic alliances with many professional adviser firms who have established "white labeled" arrangements utilising our SIPP and administrative services. For more information, please click on the "White Labeling" tab above.