A highly accomplished pensions professional, with over 20 years experience in small Self Administered Schemes. Wendy is very approachable for all your technical queries.
SIPP Administration Manager
Martin has over 15 years experience in the pensions industry. Uncompromising on quality, he received rave reviews from our clients in our most recent customer satisfaction survey.
SSAS Administration Manager
Sarah has worked in the Financial Services industry for 18 years, and in the last 11 years she has specialised in SIPP and SSAS. She and her team are highly approachable, and deliver a truly first-class service
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]
It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change. In the event of a client having a complaint about our services we will do our best to resolve that complaint promptly and to the client's satisfaction. However if we are unable to do so, the client may have the right to complain to the Financial Ombudsman Service. Further information can be found on the Financial Ombudsman Services's Website at www.financial-ombudsman.org.uk.