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…
Fusion Building Consultancy
We have recently used Pool House Trustees to establish a SSAS and to acquire Commercial Property. Our experience is that they are professional, flexible and efficient.
Gavin Stephens – Director
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
Contract Fire System Ltd
We have dealt with David at Pool House Trustees for many years and found his approach to managing our SSAS and its assets to be very professional. We like the fact that David and his team are local and easily accessible to deal with technical and administrative queries.
Steve Quirke – M.D