We provide the initial planning, documentation, registration and Trustee services to create a SSAS, under our SSAS Focus Service.
Once a SSAS pension has been set up, or team will continue with a rounded service in terms of administration, ongoing maintenance and consultancy.
There is also the added advantage of allowing members to join together with David Booler Trustees Limited, as Trustees of their own plan. This allows us to build a SSAS pension specifically tailored to your members instead of trying to make your requirements fit within an ‘off the shelf’ contract.
Included in our standard SSAS annual service fees are the following;
With long term experience in providing Small Self-Administered Schemes, we are confident our approach will continue to appeal to those seeking a more personalised and focused pension arrangement. This is true whether you are considering a member directed pension scheme for the first time, or if you are looking for your existing scheme to be managed by a firm with the professional expertise to do so.
We have been providing SSAS pension advice in Leicester and the surrounding areas for over 30 years and would love to hear from you if you wish to discuss your own situation.
“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”
“I have always found the quality of advice, technical knowledge and level of service is second to none. ”
“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”
“Boolers provided excellent advice when we needed it most.”
“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”
“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”