Started trading in April 2005 as a SIPP & SSAS provider offering bespoke service to customers. Service based on high degree of technical expertise and willingness to carry out all compliant transactions which would not generate a tax charge. We are an independent company with transparent fees whilst not accepting commissions, bank interest, introductory fees, etc.
We do not believe in a call centre approach and thus all customers have a dedicated consultant who carries out all the work on the scheme, project manages all transactions and guides all parties on how a transaction will work. Our role is to help our customers in achieving their objectives by developing compliant solutions.
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