“They were very clear from the beginning as to what was involved and what was possible. Our pensions invested in a Unit Trust (nearly 6 years ago) and all has gone according to plan and our pensions are looking healthy and on target.” Roger Wood – Director of The CARO Group of Companies
Roger Wood is the Director and Joint Owner of a small group of manufacturing companies that predominantly supply to the construction industry.
Along with his wife (also a Director and Joint Owner) they both began investigating the best form of investment for their pension funds a few years ago, in a way which could offer even greater flexibility over even a SSAS or SIPP. At that time, a friend and business acquaintance just so happened to make mention of a Property Unit Trust that he was currently discussing with a pension provider who would be able to offer Roger just the thing.
Roger quickly contacted us, made his introductions and explained all about his and his wife’s existing businesses, partners, properties and funds. From this we were then able to propose a route to maximising his investment potential and alleviating some of the pressures all businesses face. A fantastic relationship between both parties quickly blossomed, and you could say the the rest is history.
Ever since, Roger has been delighted with the service we have been able to offer him.
“All of our contacts, past and present, within TPSG have been exemplary and knowledgeable and we would thoroughly recommend them to anyone else in a similar position.”
