Pension Adviser recommendation

Pension Adviser recommendation

Author
Discussion

TownIdiot

Original Poster:

3,527 posts

14 months

Tuesday 2nd July 2024
quotequote all
Hopefully someone can point me to an advisor who can help

I am looking for someone to give me paid advice regarding a pension scheme I am a trustee of. It's a SSAS.

I am unhappy with my current professional trustee (they are a firm that's been merged/taken over a few times in recent years).

I am looking for someone who will review the current situation and advise on my options going forward.

I don't require investment advice, it's more about checking what I can and can't do and how to calculate certain things.

I have asked my current professional trustee and I am not entirely confident in their replies so I'd like to sense check.

thanks in advance


dalenorth

904 posts

182 months

Tuesday 2nd July 2024
quotequote all
My IFA might be able to help, but I know she is off until Friday. Drop me a pm if you’d like a connection?

Rufus Stone

9,994 posts

71 months

Tuesday 2nd July 2024
quotequote all
Open up your profile to receive emails please.

TownIdiot

Original Poster:

3,527 posts

14 months

Tuesday 2nd July 2024
quotequote all
Thanks both

Have changed the setting in my profile.