Help a Client
SSAS Expert exists to support the professional community – accountants, financial advisors, commercial finance brokers, chartered surveyors, etc – by providing education and guidance on Small Self-Administered Schemes for the benefit of their clients.
We work with professional advisers including accountants, commercial finance brokers, solicitors, financial advisers and corporate finance advisers.
Your client remains your client. We provide the specialist SSAS expertise required to solve the problem. We don’t use an introduction as an opportunity to compete for the wider relationship.
Why SSAS Remains an Untapped Opportunity
Despite being around for over 50 years and their immense value to business owners, SSASs are still neither widely adopted nor well understood by the professional community. HMRC figures quoting that there are circa 22,000 registered Small Self Administered Schemes but over 6 million Self-Invested Personal Pensions (SIPP) confirm this.
We are happy to talk through any of your client’s situations with you and craft a suitable solution to add value to your process.chat
A home or other institution providing residential accommodation for children;
A hall of residence for students;
A home or other institution providing residential accommodation with personal care for persons in need of personal care by reason of old age, disability, past or present dependence on alcohol or drugs or past or present mental disorder;
A hospital or hospice;
A prison or similar establishment.
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.