email ssas@mattioliwoods.comssas@mattioliwoods.com
telephone Mattioli Woods 02890376970028 9693 1260
Mattioli Woods -let your business grow

WHY ARE WE DIFFERENT?

Independent

We are totally independent and do not use any outside Trustee company or ‘third party’ providers for our SSAS product offering – therefore enabling you, as the client, to retain full control at all times, with our guidance and expertise close at hand.

WHAT DOES THIS MEAN FOR YOU

As we do not act as a co-trustee this leaves the control entirely in your hands enabling you to benefit form the widest possible range of investment options permissable under HMRC rules. In contrast the vast majority of SSAS providers will want to act as a co-trustee of your scheme in order to give them control over the assets. For example they will be registered as a co-owner of all scheme assets and will also be a co-signatory on the scheme bank account- which in effect means that they control the pension fund 'purse strings' not you.

Private Ownership

As we are a privately owned firm, we have the flexibility to shape our service around the needs of our clients – without “corporate distraction”.

Locally Based

Being based in Northern Ireland we can offer our clients a local and personal service. We can facilitate client facing meetings and faster turnaround times for investment decisions and strategic planning, ensuring that the process is as seamless as possible.

PERSONAL SERVICE OFFERING

Our approach is very much different to that adopted by the 'volume' SSAS providers based in GB. We provide a personal service, not a 'call centre' service and work hand in hand with your existing team of professional advisors to ensure that you achieve your goals.

we are about connecting with our clietns on a personal level

will an ssas work for me

WHAT IS A SSAS?

Bespoke pension solution

A Small Self-Administered Scheme (SSAS) is a pension trust which acts as a tax shelter and enables a greater degree of investment flexibility and individual control when compared to more traditional types of pension arrangements.


will an ssas work for me

HOW DOES IT WORK?

RUN YOUR OWN BUSINESS?

These schemes are established by employers and membership would normally include the Directors/ Partners of owner managed businesses. A SSAS is now the pension vehicle of choice for entrepreneurs.



will an ssas work for me

WILL IT WORK FOR ME?

GET IN TOUCH

Mattioli Woods have a specialist team which can provide initial and ongoing advice to entrepreneurs in relation to the