About Us

We are a specialist provider of Self Invested Personal Pensions (SIPPs) and Small Self Administered Schemes (SSASs). With over 27 years of experience in the self invested marketplace we have earned an enviable reputation as 'specialists' in self investment, we are also one of the few providers who continue to administer both SIPPs and SSASs.

With offices in Leicester, Edinburgh, London and Holmes Chapel we provide local personal support nationally. Throughout our 4 offices over 200 staff administer pensions for over 14,000 members with an asset value of over £2bn. 

 In September 2009 we were awarded the Moneywise best Comprehensive SIPP provider'         

 MW award 2009 (2)

In addition we have also been awarded Best SSAS at the Pensions Management TAS awards and also won the USP & SIPP drawdown category.

SSAS TAS winners 2009        USP SIPP TAS winners 2009 

We would like to thank all our clients, old and new for your help and support. Throughout our growth we have worked hard to respond to our clients' needs, and we will continue to listen and aim high, always striving to offer the outstanding level of service you expect.

Due to the technical nature of the services we offer, all new schemes must be submitted via a Financial Adviser and not directly from the client.
 
More information is contained in our corporate brochure. You can download the brochure using the following link. Or to find out more about our products and services browse our website.
 
You'll find more about us in 'What we offer' or in 'Our 5 guiding principles'