Our values


We believe you should expect a great, expert service from a pension scheme provider.  That’s why we work extra hard to make sure that we have the expertise and enthusiasm to deliver for our clients.


Here are some of the reasons that people love working with us:

  • Experience

We’ve been administering SSAS since 1979.  We introduced SIPP in 2004.  Our experience allows us to offer flexible products that can be adapted to meet our clients’ needs.

  • Flexible fees

Our products have flexible fee structures that mean you only need to pay for the services you use.  This reflects our overall commitment to delivering a high quality service that’s both professional and proportionate.

  • Open-minded approach

We recognise the need for a wide investment choice to suit the needs of all our clients.  For example, we don’t place any restrictions on financial advisers’ recommendations of investment managers.

  • Customer service

We’re obsessed with treating every customer as well as we can. That’s why we hire a local taxi service to deliver our post first thing in the morning - so our team can get working on it even quicker!

  • Our people

We demonstrate our commitment to excellent service through our people, who are friendly and technically strong.  Each Consultant manages a portfolio of clients, so they’re knowledgeable about your particular circumstances and are available to you directly for any enquiry.

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