SSAS strategic consultancy planning meeting

SSAS Strategic Consultancy

Your SSAS is only as powerful as the strategy behind it

Most business owners set up a SSAS and then wonder why it isn't doing more for them. The answer isn't the pension — it's the absence of a genuine strategist in their corner.

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TL;DR
  • The only independent SSAS Strategy Consultancy in the UK
  • Four membership tiers from £25/month — choose the level of support that suits you
  • Includes app access, resource library, consultation calls, and 1:1 strategy meetings
  • Ongoing strategic guidance — not just scheme establishment
  • £500 referral fee paid for every successful client introduction
  • Client Portal available for existing members

The fundamental issue with SSAS & SSAS Administrators

All other SSAS administrators will and can only focus on your SSAS. We however uniquely, focus on BOTH your SSAS and your BUSINESS. These two entities need to be considered and guided together — and we have created that UNIQUE solution here.

Welcome to SSAS Consultants

Thank you for choosing SSAS Consultants. You have taken an important step — not just towards a different kind of pension, but towards greater clarity, control, and a genuinely joined-up approach to your business and your long-term wealth.

This summary is here to help you understand:

  • How we can support you — in a way that fits around you
  • What service options are available, and which might suit you best
  • How to get the very most from your SSAS, year after year

Our Independent SSAS Strategy Consultancy — the only service of its kind in the UK — ensures your SSAS is:

  • Structured correctly from the very beginning
  • Used productively and purposefully over time
  • Kept in alignment with your business objectives and long-term plans

"A SSAS is not something to set up and forget. It works best when it is understood, guided, and kept in step with your business and personal goals."

This is what transforms a SSAS from a standalone pension arrangement into an active, living part of your wider strategy. That is exactly what our services are designed to do — for you.

Your SSAS service options

Four membership levels designed to meet you exactly where you are in your SSAS journey — from self-directed to fully supported.

Done by you

SSAS Essentials

£25 per month

  • 24/7 SSAS App access
  • SSAS Resource Library — lifetime
  • SSAS Strategy Signposting
  • SSAS Strategy Implementation
  • Insignis cash management access
  • Business Fixer access
  • Opportunity sharing access
  • Financial and Strategy management
  • SSAS Consultation calls per annum
  • SSAS 1:1 Review meetings per annum
  • 24/7 Access to GP Appointments
  • Professional network access
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Done with you

SSAS Gold

£100 per month

  • 24/7 SSAS App access
  • SSAS Resource Library — lifetime
  • SSAS Strategy Signposting
  • SSAS Strategy Implementation
  • Insignis cash management access
  • Business Fixer access
  • Opportunity sharing access
  • Financial and Strategy management
  • SSAS Consultation calls per annum (×3)
  • SSAS 1:1 Review meetings per annum (×1)
  • 24/7 Access to GP Appointments
  • Professional network access
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Done with you

SSAS Platinum

£250 per month

  • 24/7 SSAS App access
  • SSAS Resource Library — lifetime
  • SSAS Strategy Signposting
  • SSAS Strategy Implementation
  • Insignis cash management access
  • Business Fixer access
  • Opportunity sharing access
  • Financial and Strategy management
  • SSAS Consultation calls per annum (×6)
  • SSAS 1:1 Review meetings per annum (×2)
  • 24/7 Access to GP Appointments
  • Professional network access
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Done with you

SSAS Bespoke

£500 per month

  • 24/7 SSAS App access
  • SSAS Resource Library — lifetime
  • SSAS Strategy Signposting
  • SSAS Strategy Implementation
  • Insignis cash management access
  • Business Fixer access
  • Opportunity sharing access
  • Financial and Strategy management
  • SSAS Consultation calls per annum (×12)
  • SSAS 1:1 Review meetings per annum (×4)
  • 24/7 Access to GP Appointments
  • Professional network access
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What each service delivers

Every element of our service is designed to give you clarity, confidence, and control over your SSAS — at every stage of your journey.

24/7 SSAS App Access

Your SSAS information, resources, and account management — available around the clock, wherever you are. Because good decisions rarely wait for office hours.

SSAS Resource Library

As a client, you receive full access to our SSAS Resource Library — a carefully curated collection of educational videos and resources built over almost 40 years of industry experience. It is here to help you:

  • Truly understand how your SSAS works — not just in theory, but in practice
  • Stay informed on rules, technicalities, and best practice as they evolve
  • Explore the full range of uses, benefits, and opportunities your SSAS can offer

Dip in whenever you wish, revisit topics as your SSAS evolves, and build your understanding at your own pace — with no pressure and no rush.

SSAS Strategy Signposting

Expert guidance to help you identify the right strategic direction for your SSAS — pointing you clearly towards the opportunities and approaches that best fit your circumstances, your business, and your ambitions.

SSAS Strategy Implementation

When you are ready to act, we manage the process for you — from SSAS loans and commercial property purchases to specific strategy execution. These transactions involve multiple parties and considerable coordination. Additional fees apply, agreed in advance, with no surprises and no hidden costs.

Insignis — Higher Interest Rates & Reduced Bank Risk

Your SSAS cash deserves to work harder. We provide access to a platform offering hundreds of competitive bank rates from over 45 banks — all in one place, all working for you.

  • Maximise returns on your SSAS, business, or personal cash
  • Spread funds intelligently across multiple institutions
  • Maintain FSCS protection while reducing reliance on any single bank

A simple, smart way to manage cash more effectively — and reduce unnecessary risk while you do it.

Business Fixer Support

Some challenges don't need more advice — they need action. Through our partners at Fractional Fixers, you gain access to experienced professionals who can help you move forward on business issues that have been holding you back.

  • Getting delayed projects moving again
  • Collecting outstanding debts that have been sitting too long
  • Resolving supplier or operational issues that are draining your energy
  • Improving marketing momentum and business growth

As a SSAS Consultants client, you receive exclusive access to this popular and highly effective service — because your business success matters to us too.

Opportunity Sharing

We are developing a private, client-only platform exclusively for SSAS Consultants clients — a trusted community where you can:

  • Connect with fellow SSAS owners who understand your world
  • Discover projects seeking funding that align with your strategy
  • Offer capital to opportunities you believe in

All within a trusted, informed community of people who share your approach to wealth and business.

Financial & Strategy Management

Our services bridge the gaps that so often exist between the guidance you receive from accountants, bookkeepers, financial advisers, and solicitors. We bring a joined-up strategy across all of these professions — something that is genuinely rare for most business owners, and genuinely valuable for all of them.

SSAS Consultation Calls

Your business will change over time — and your SSAS should evolve with it. Our consultation calls give you the space and the expert ear to:

  • Discuss any aspect of your SSAS, however large or small
  • Review how your scheme is being used and whether it could do more
  • Ensure your pension and business strategies remain genuinely aligned

These calls are about clarity and confidence — helping you make informed decisions rather than second-guessing yourself at every turn.

One-to-One SSAS Strategy Meetings

For deeper planning, we offer one-to-one SSAS strategy meetings. These face-to-face sessions create the time and space to:

  • Explore every aspect of your SSAS and your business together
  • Consider your options properly, without pressure or rush
  • Collaborate closely on longer-term planning that genuinely serves your goals

This is where the deeper thinking happens — with more context, more discussion, and far greater confidence in the decisions you make.

24/7 GP on Demand

The best planning in the world works better when your health and wellbeing are supported too. As part of your client benefits, you and your household receive 24/7 access to GP on Demand:

  • Fast access to UK-registered GPs, day or night
  • Support by phone or video, whenever you need it
  • Help with prescriptions, referrals, and general medical advice
  • Significantly reduced waiting times compared to traditional appointments

Designed to give you reassurance and convenience — so that health concerns are dealt with quickly and with minimal disruption to your business or your life.

Professional Network Access

When funding is needed — whether for SSAS investments or business projects — we connect you directly with a network of specialist brokers who understand exactly what you are trying to achieve. No generic solutions. No rushed decisions. Just the right people, at the right time.

Independent Financial Advice

We work alongside Independent Financial Advisers who genuinely understand SSAS structures. Their role is to help you optimise passive investments within your SSAS, support long-term growth, and ensure your investment decisions complement your overall strategy — so your SSAS capital is working efficiently while preserving the flexibility and control you value.

Refer a contact — earn £500

If you know a business owner who could benefit from expert SSAS guidance, we will take great care of them — you have our word on that. As a thank you for your trust in us, you will receive a £500 referral fee for every successful SSAS application. Once their application is approved and fees are paid, your referral bonus will be sent promptly.

Simple, transparent, and genuinely appreciated.

Refer a contact

Existing clients

Access your client portal

Log in to view your documents, messages, and account details in one place.

Go to client portal

The best time to have a strategist in your corner was when you set up your SSAS. The second best time is now.

There is no pressure, no obligation, and no sales pitch. Just an honest conversation with time-served Independent SSAS Specialists who genuinely want to help you get more from your pension — and your business.

Let's have a conversation