Our aim at Walker Crips Pensions is to help you achieve your retirement goals. We understand that our clients and their advisers are busy people.
So when it comes to looking after your pension, we look at it from your perspective.
We take on as much of the administrative work as possible. We keep you fully informed and are always available to help you.
We want you to have the control of your pension arrangements.
Designed for individuals looking to control their pension fund investment. SIPPs offer significant benefits in pension and tax planning by allowing considerable flexibility for pension fund investments, in addition to when and how benefits are taken.
With flexible charging structures available (from entry level for cash and unit trusts through to a bespoke service that can hold the full range of permitted investments including commercial property), you have the ability to switch between these as your circumstances change.
Primarily designed for company directors or owners to both build a pension fund for their retirement and also to help with the running of their business, a SSAS allows flexibility, tax-efficiency and control.
Acting as Scheme Administrator for your SSAS we will maintain your investment records, keep you and your investments up to date and in line with any tax changes, file your quarterly and annual reports with HMRC and we endeavour to protect you from any potential unauthorised payment issues.
Unlike many other providers, we feel that this is an integral part of our role to ensure your SSAS is running smoothly.
Call 01904 544312 now to take advantage of our pensions expertise to help your clients invest up to £40,000 in this tax year.
Subject to HMRC rules.
This site will tell you more about us, our experience and expertise. But there is no substitute for talking to us. We hope that you will.
Call us on 01904 544312
Or email us at [email protected]
Contact Wendy Eastwood on 01904 544312 or email [email protected] to transfer a SIPP to us with no initial set up fees.
Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, may fall as well as rise and the amount realised may be less than the original sum invested.
Walker Crips Group plc (Old Change House, 128 Queen Victoria Street, London EC4V 4BJ), registered in England, registered number 1432059, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited registered in England number 4774117 member of the London Stock Exchange, Walker Crips Wealth Management Limited registered in England number 3790291, Ebor Trustees Limited registered in England number 3514268, Barker Poland Asset Management LLP registered in England and Wales number OC341149.