With over 20 years’ experience in the financial services industry, Tricia, specialises in SSASs.
She provides advice to her SSAS clients and their advisers on a wide range of topics including scheme establishment, contributions, transfers between registered pension schemes, investments (in particular property matters and company loans) through to the taking of retirement benefits and drawdown.
Tricia works with small, often family run, companies who wish to make bespoke pension provisions for the directors and senior employees of the company.
Tricia’s years of experience and helpful and friendly approach have helped her to become a trusted manager to a wide range of SSAS clients.
- liaising with SSAS clients on a variety of issues and facilitating investments
- liaising with various parties to facilitate commercial property purchase and associated borrowing
- scheme divorce, transfers and wind-ups
- providing advice on investment legislation