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Important Notice...

WE ARE NOT FINANCIAL ADVISERS

If you are a client acting without advice from a Financial Adviser who is Authorised and Regulated by the Financial Conduct Authority, we strongly suggest that you seek advice before establishing a pension scheme with us or making any investment or pension transfer decisions.
If you do not already have an Independent Financial Adviser, information can be obtained from www.unbiased.co.uk or telephone 0800 085 3250.

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How we can make
A difference

With over 50 years of experience, in pension scheme administration, we specialise in self invested personal pensions (SIPP and SSAS).

Our expertise ensures the level of service and support you expect throughout your retirement savings journey.

Assets under Administration

Property

35%

Cash

15%

Loans

7%

Standard Investments

39%

Non-Standard Investments

3%

Unquoted Shares

1%

Property

0%

Cash

0%

Standard Investments

0%

Our Values

Our company’s core values are integrity, understanding, respect, ambition, and responsibility. These values guide our actions, promoting honesty, empathy, diversity, innovation, and accountability, making a positive impact in all that we do.

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