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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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With clients from Cornwall to Cumbria our expertise in the areas of SIPP’s and SSAS’s is widely acknowledged. Unlike most other independent financial advisors, we have our own SIPP and SSAS products, fully authorised by Her Majesty's Revenue Customs (HMRC) and the only time we will need the services of a large and remote insurance company is if we choose to invest some money with them.
We act as the Professional Trustee and Scheme Administrator thus ensuring that our SIPP and SSAS fully complies at all times with HMRC rules and requirements, and we do all the administration, meaning that what little paperwork the client does get is from us and they can understand it!
Each client is looked after by a named consultant with whom they meet at least once a year and they are backed up by dedicated administrators. Clients are not account numbers to us, but individuals we get to know very well in a relationship that can span 25 years or more.
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