Discover Our SSAS Strategic Consultancy

If you’re curious about SSAS and want to unlock the same powerful benefits other business owners are already enjoying, you’ve come to the right place

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About SSAS Strategic Consultancy

OUR STANDARD SERVICE DOES MORE:
FROM LATE 2024 OUR ENHANCED STRATEGIC CONSULTANCY, IS INCLUDED IN THE COST OF THE SERVICES THAT WE HAVE OFFERED TO YOU

Our standard SSAS service ensures that our clients are supported to create their SSAS application, are given access to an HMRC approved SSAS Administrator and are given a grounding and Education in the uses and applications of SSAS and essentially have a fully formed and useable SSAS at the end of that process.

Thereafter, for many of our clients, who really want to utilise their SSAS as best they can and in tandem with their business and wider plans and aspirations, we’ve created our SSAS Strategic Consultation Service.

We provide the tools and guidance to let you unlock the full potential of your SSAS with our comprehensive Strategic Consultation Service.

Beyond routine standard SSAS support, we offer face-to-face or virtual meetings, open phone consultations, and access to a vast network of professionals including tax specialists, financial advisers, legal experts, and more.

Gain strategic guidance, technical support on demand, and collaborative opportunities to align your SSAS with your business goals and aspirations.

With us, your SSAS isn’t just a retirement plan, it’s a powerful business and wealth building tool for financial growth and stability

How we have strategically helped other clients

See a sample of how we have guided and helped some of our clients in strategic and practical ways

View Case Studies

Why our service is different

Our SSAS Strategist Consultancy service, as part of our full SSAS Pathway has been created to recognise that finding accurate, consistent and reliable information and support with SSAS is a really tough task!

Having a SSAS is not in itself a solution. The SSAS and your business in support of that SSAS need supported and guided and structured and aligned, to ensure that the Business and SSAS will meet your aims and goals and create the solutions that you aspire to.

Our Independent SSAS Strategist Consultancy service is unique in the UK and we are proud to offer real world Practical and Creative solutions to ensure that the SSAS is used to the best of it’s abilities to help you meet your aims

Choose Your Situation

I have RECENTLY APPLIED for SSAS

Scroll on for more information on strategic consultancy for new SSAS setups.

I already have an ESTABLISHED SSAS

Click here if you’ve already got an established SSAS and want us to take over the strategic management of it.

Our Strategist service works as simply as this:

Our Strategist service is focused on being on hand to guide you on the principles and uses of your SSAS and your business and it’s structure and interaction with your SSAS and your financial and business goals.
That service is predominantly about providing you with information and guidance, and then sometimes in the implementation of a solution or a strategy that you wish to move forward with.

SSAS Information
SSAS Implementation

Included as part of your Strategist service

Optional. Per transaction / strategy basis

Included as part of the SSAS Strategist service and available to you within the standard fee package that we offer.

Ask us for help and guidance and consultation on any SSAS or business matter and we’ll be happy to share solutions. You’ll also have access to our full SSAS resource library and our network of professional contacts

If you are looking for assistance with the practical implementation of a strategy with your SSAS or business, we will be delighted to assist.

As these transactions typically involve a number of moving parts and various parties, they take significant time. Additional fees will apply for seeking our support in actioning specific strategies / transactions for you

Principle: to give you guidance on your plans, consider options, review the regulatory position of your plans, consider relevant HMRC rules, potential options and alternatives, feasibility and so on

i.e. Leverage our knowledge

Principle: to assist you carry out those agreed actions and bring the process and professionals together for you to complete the plan, strategy, transaction, SSAS Loan, Property purchase or sale for example

i.e. Leverage our network and time

Pricing & Service Comparables

Please see an overview below of a sample of other SSAS service providers, where we have had clients move their SSAS from, and into our enhanced service:

Provider

Annual fee

SSAS Admin service

SSAS Strategist Service Included

SSAS Practitioner

£1,895 plus VAT

Yes

No

Mattioli Woods

£2,260 plus VAT

Yes

No

Barnett Waddingham

£1,850 plus VAT

Yes

No

SSAS Consultant

£1,680 plus vat

Yes

Yes – full retained SSAS and business strategist services with our specialist consultants

Our Full SSAS Pathway Service Pricing

Please see below our fee summary:

Number of SSAS Members

Total Monthly fee
Payable for your SSAS

SSAS Strategist fee

SSAS Administrator SSASCo fee

1 SSAS Member

£140

£100

£40

2 SSAS Members

£180

£100

£80

3 SSAS Members

£220

£100

£120

When you pay these monthly fees

Payments start at different points in the process

SSAS Consultant

When the SSAS application starts

SSASCo

When the SSAS is HMRC approved

How you pay

2 separate Direct Debit payments each month as below

Each payment is subject to vat

You can pay from a Business bank account or the SSAS bank account (when set up)

SSAS Consultant payments are payable to Raeburn Heriot Consulting Ltd

SSAS Consultant

1 x monthly DD to SSAS Consultant

SSASCo

1 x monthly DD to SSASCo Ltd

Terms of business

Please familiarise yourself with our simple terms of business which you can access here:

Terms of business
Download Terms

Get started: Complete the SSAS Strategist registration here

Now that you are ready, you can complete the easy and secure sign-up process here:

Secure your SSAS Strategist engagement here