We hope you enjoy visiting our website and find its content
informative and user friendly.
We are constantly updating the content of the site and welcome feedback from users
(please click Contact Us
on the menu and give us your thoughts).
For IFAs and other professional introducers, the interactive area
of our website provides online valuations of client portfolios
and access to areas of our back office administration system.
Further, drawdown/phased retirement illustrations and application packs
are available on line for authorised users. For more information,
please contact us.
Our current schedule of fees and services together with updated
GAD rates
are also available on the site together with further
information about our primary SIPP product, the
Elite Retirement Account (ERA).