Sofia Fiaz

SSAS Client Manager

Contact details

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.

Significant experience:

  • advice to SSAS clients on pension benefit options
  • advice on new and long-standing property investments
  • support for new clients and start-up investments

Other expertise:

  • investment and risk advice
  • mortgage advice