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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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Newsletter – October 2024

04/11/2024

In our latest newsletter, we’re excited to share some important updates for our clients.

We’re highlighting cash deposit options within SSAS and SIPP, which can offer benefits like capital preservation and competitive interest rates.

Don’t forget about our user-friendly online SIPP and SSAS portals, which make managing your pension easy and allow you to access your account on the go.

We’re pleased to report high satisfaction levels among our clients based on the recent client feedback survey, and we’re always looking for ways to enhance our services.

Lastly, we’re happy to introduce Suzanne Walker, our Technical Manager, who brings over 20 years of industry experience to our team.

Stay informed and read the full newsletter here:

 

If you would like any further information or would like to discuss our products or any specific scenarios or clients, do please get in touch.