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.
