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Articles by Suraj Shah, Rowanmoor Group

Suraj Shah, Rowanmoor Group

SSAS

A Small Self-Administered Scheme is a scheme with full investment flexibility and benefits for business owners.

SSAS

FPT

A cross between a SSAS and a SIPP, a Family Pension Trust is for like-minded investors or family members.

FPT

SIPP

Our SIPP gives clients control of their retirement savings, with access to a range of investment opportunities.

SIPP

ACTUARIAL

Our actuaries support those responsible for group schemes or who require actuarial assistance for a project.

Actuarial

NEWS & INSIGHTS

The Tapered Annual Allowance – how a Defined Benefit SSAS could help you support your successful director clients
Rowanmoor celebrates team’s exam success
Rowanmoor becomes a standalone pension provider

WHAT PEOPLE SAY

“

I have been using Rowanmoor for SSAS related work for several years. The local support I have received from my account manager, Alan, has been absolutely first class. He is extremely knowledgeable and has helped me no end with several fairly complex cases. The level of support we have received from the SSAS Administration team has been really good as well. Overall, I rate Rowanmoor as an organisation and feel that they have some excellent solutions in the SIPP / SSAS space.“

James Marchant, Director, Sovereign IFA

We have used the Rowanmoor FPT proposition for a number of my clients. The product solutions and features are innovative and market leading; and fitted my clients requirements perfectly. The support from Alan and the support team makes the technically difficult, on boarding and ongoing support best in class, and helps me add value to my client relationships. “

Neal Pritchard, WPS Wealth, South Wales

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Copyright ©2022 Rowanmoor | The information on this website is intended for professional advisers only. All Rights Reserved. Rowanmoor Group Limited, company registration number 13526862 and with a registered office at Rowanmoor House, 46-50 Castle Street, Salisbury SP1 3TS, is the parent company for all companies in the Rowanmoor Group. Three of these companies trade under the trading name Rowanmoor. Those three companies are Rowanmoor Executive Pensions Limited, registered number 05792242; Rowanmoor Personal Pensions Limited, registered number 02268900; and Rowanmoor Trustees Limited, registered number 01846413. Rowanmoor Personal Pensions Limited is authorised and regulated by the Financial Conduct Authority (FCA) under FCA register number 458260. Rowanmoor Executive Pensions Limited provides Small Self-Administered Scheme services and Rowanmoor Trustees Limited provides trustee services; neither of these services are regulated activities and so neither company are authorised by the FCA.

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