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Call us for further information on:
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0116 240 4402
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or alternatively email us at:
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ifa@greyfriars.co.uk
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Formed in 1989, Greyfriars Asset Management LLP (GAM) specialises in Self Invested Personal Pensions (SIPP’s) and Small Self Administered Pensions Schemes (SSAS’s).
These are our own SIPP and SSAS products which do not require the services of an insurance company or a certain proportion of scheme monies to be invested in managed funds.
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IFA's are now, by far, our biggest source of SIPP and SSAS business, both new and scheme takeovers. They told us that they wanted to work with a relatively small firm of Professional Trustees who could give a more personal service from named personnel who took ‘ownership’ of the clients file.
We therefore designed this service whereby we will act as the Professional Trustee and Scheme Administrator, undertake all general administration and liaison with Her Majesty’s Revenue and Customs (HMRC) whilst leaving you free to advise your clients on scheme investments and overall pension’s strategy.
We work closely with you the IFA to ensure your client receives the personal service not always available from insurance company based products.
"We are proud to be sponsoring IFP this year"
www.financialplanning.org.uk
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