Making it look easy
A lot of thought and intelligent insight goes into every pension that we establish for a client. Picking the right pension is presented by some providers as a straightforward choice between pretty standard stuff, with a lot of smoke and mirrors creating the illusion of choice and flexibility. We know the world doesn’t work like that. Without consulting experts like us who genuinely offer specialist pensions that are fit for purpose, the chances are that you’ll have to leave your client’s precious pension pot to fester in a product that doesn’t really suit them. Like it or lump it.
We treat things differently here and embrace a complicated challenge to get our teeth into. Take a look below at the case studies which demonstrate how a little of our involvement goes a long way when it comes to keeping your clients happy and protecting their wealth in the best possible place.
Pension Based Funding: Loan to a Limited Company
There are numerous traditional and new ways to get much capital into a Limited Company, but for efficiency, nothing beats pension based funding.View case study
Making the most of assets
The accountant had a client in need of our unique skills, solutions and our refreshing attitude towards deploying them.View case study
Facing some hefty tax penalties that they could not have foreseen, the clients were looking to see if their pension funds could yet save the day.View case study
Creative thinking and
a bit of flexibility
Pension schemes can be a real lifeline for all incorporated businesses, sole traders and partnerships trying to grow or stabilise their businesses.View case study