SSAS Client Manager
Sofia manages a portfolio of clients and provides all SSAS services from the establishment to closure of SSAS schemes.
She advises on pension benefits, investments including properties; mortgages and loans, financial legislation and provides a bespoke consultancy services to clients with pension portfolios of all shapes and sizes.
- advice to SSAS clients on pension benefit options
- advice on new and long-standing property investments
- support for new clients and start-up investments
- investment and risk advice
- mortgage advice