Get to the heart
of the matter

Technical Consultancy

When an 'off the shelf' solution won't cut the mustard, even savvy business owners and professional advisers need a little help finding the ideal pension arrangement. This is where we come in.

Product Features

  • Access to industry leading knowledge
  • No sales, just explanations
  • Compliant, transparent and comprehensive

We aren’t financial advisers. In fact, we often say that we can’t tell you what you should or shouldn’t do, only what you can and can’t. But we are able to offer guidance and are often asked to help business owners and their professional advisers navigate their way to a well deployed pension scheme or related investment. (And when you consider that we offer a multitude of highly complex, bespoke retirement plans and products, it’s no wonder!).

We have a proven track record of identifying and highlighting investment obstacles that haven’t been spotted yet, as well as addressing those that are more obvious. So, if you are a business owner or a professional adviser with a client in need of a degree of pensions expertise that extends beyond your resources, get in touch; our technical consultancy service could be just what you’re looking for.

Myth Buster

The SSAS is dead; long live the SIPP

Bust that myth…

Get in touch

We invite professional advisers and business owners to get in touch to discuss how we can help you and your clients.