Work with us
Pool House Trustees provide bespoke solutions for retirement and business needs. We offer a holistic approach to pension planning, often looking at the need and working back to the solution as opposed to just providing a retirement product.
A SSAS has the unique position whereby all members are trustees, and whilst all members want to achieve the best retirement benefits they can also utilise these pension funds to their best advantage during the accumulation stage and in conjunction with their Business. Pool House Trustees understand this and bring their knowledge, expertise and advice to this process. The Pool House team provide not just an administration service, but also a hands on direct relationship with their clients, providing innovative ways of utilising the flexibility of the SSAS whilst guiding them through regulatory HMRC reporting requirements
we have been privileged to work with…
APS Metal Pressing Ltd
We have worked closely with David and the Pool House team for over 10 years and have found them to be both knowledgeable and professional. We use the Pool House Managed Portfolio’s and find the quarterly investment update to be very informative and we feel confident that our investment funds are being closely monitored. David also assisted us with the purchase of our Commercial Property through our SSAS, which we operate our Business from, but also very useful as both a retirement and business planning tool. We would not hesitate in recommending both Pool House Professional Advisers and Pool House Professional Trustees to other Businesses or Individuals.
Paul Smith – Director
I have dealt with Jonathan for approximately 20 years, and have always found the advice he has given myself, my father, my family and my business to be sound, relevant and productive. The tax planning has been of great use within our business, Pool House providing bespoke services whilst understanding our individual needs and dovetailing with our progression and growth. It is great to have the confidence in knowing at Pool House we have a friendly and efficient team looking after our financial affairs.
Martin Newbold – M.D
We established our SSAS thanks to the advice and service provided by Jonathan, and have been grateful of his integrity, knowledge and service for many years. Using our ssas to purchase commercial property has been a valuable way to not only grow our pension but also to help in grow our business.
Bill Mooney – M.D
Over the last 10 years we have dealt with Financial Advisors with varying degrees of success, when we met with David Burns his immediate honest advice gave us more clarity on how to achieve our financial outcomes. His team have taken the time not only to understand us as individuals but also as a company and identify the long term effects of our choices. Over the last 2 years working with him and his team they have allowed us to realise some of our long term goals and he has given us a clearer path to our future plans. We have no hesitation in saying his advice and planning has played a key part in our business growth. Next Recruitment would have no hesitation in recommending Pool House to any individual or organisation looking to discuss financial planning. We wish David and his team every success for the future
Kirk Shepherd and Richard Leech – Directors
Halo Dental Laboratory
We have used David and Pool House since 2006. David and the team have a vast knowledge of the financial industry, and have been highly professional from the outset. During this time they assisted us in the setting up of our SASS, which led to the purchase of the building we now operate from. We have regular meetings and a quarterly update, so we are always up to date with how our Scheme is performing. Nothing appears too much trouble and we would highly recommend their services.
Clive Smith – Director