TECHNICAL MASTERY. COMMERCIAL THINKING.

Turning Pension
Funds Into Business
Solutions.

Tell us what you want to achieve. We'll establish what is possible and explore every compliant route to get you there.

What Are You Trying to Achieve?

Start with the outcome, not the product.

Raising capital for business

Funding growth, acquisitions, refinancing or working capital.

Purchase commercial property

Acquiring business premises, property investment, and borrowing.

Help a client

For accountants, solicitors, commercial finance brokers and other professional advisers.

The Expert Standard

We do not begin with why something cannot be done.

We begin by asking whether there is a compliant way it can

Sometimes the correct answer is no. But no is a conclusion, never a reflex. We understand the objective, establish the facts, examine the rules and exhaust every reasonable compliant route first.

How We Work

01 Understand

What are you truly trying to achieve?

02 Establish

What facts, documents and constraints determine the position?

03 Explore

What does the law actually provide and what is merely convention?

04 Design

What compliant outcome is practical, suitable and viable?

05 Implement

We put the agreed solution into effect and administer it properly.

Client Costs

Set-up and administrative costs are fixed and transparent, typically recovered from the pension scheme.

Broker Fees

Brokers are paid an agreed fee once the client is successfully onboarded.

Straightforward Funding

When simplicity and control matter, SSAS Expert can be a compelling alternative to paying bank interest or equity dilution.

Transparent costs – clear broker fees

Typical client costs are outlined up-front. Broker fees are agreed in writing and paid on completion

Complex Problems. Practical Solutions.

‘Hero’ broker rescues business from 117% APR loan and director’s personal guarantee.
Nursery cashflow injection though pension-financed restructure.
Business premises purchased with no company cash.
Pension-funded works secure lucrative social housing contract.
Turning stock into cashflow using pension funds.
From broker to lender. Commercial finance broker turns pension into bridging fund.

Bring us the
difficult question.

Tell us what you are trying to achieve. We’ll tell you what is possible, what isn’t and the most sensible way forward.

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