We are a niche independent provider based in Leeds, West Yorkshire

We specialise in trusteeship and administration services for both Small Self-Administered Schemes (SSASs) and Self-Invested Personal Pensions (SIPPs). We have a well regarded and proven track record of experience at the top end of the market.

“Our philosophy is ‘proactive problem solving’ and we work conscientiously with our clients and their professional advisers to find practical, tax-efficient and cost effective solutions.”

Joanne Linley
Managing Partner

“I have been specialising in the provision of advice on all types of pension arrangements for more than 15 years, not only to professional advisers but also to their clients.”

Adam Wilkinson
Partner