Mr C.C

PML set up our SSAS in 1998 and has looked after us ever since. The relationship started when our accountant suggested to my business partner and me that we should consider using an independent financial adviser to best place the monies in our pension plans rather than leave them with one large international insurance company.

We were subsequently introduced to Geoff Stait and later on Rob Taylor at PML who helped us to set up our SSAS as a tax efficient means of organising our pension funds. PML has continued to act as Independent Pension Trustees and provides advice on all matters of financial planning both before and after our retirements in 2003.

Geoff, Rob and their staff provide a valuable and efficient service in a friendly and approachable manner and we envisage continuing to use them for the foreseeable future.

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  • SSAS and Legal Entity IdentifiersWhat are Legal Entity Identifiers and Does Your SSAS Need One? From 3rd January 2018 it will be a requirement for legal entities and structures to obtain a reference called a Legal Entity Identifier (LEI) from the London Stock Exchange in order for the trustees of a SSAS to carry on investing. This» Read More
  • Mr M.P.On retirement, I had a mixture of personal pensions, the remains of a final salary pension scheme and a pension fund pot from a Group Money Purchase Scheme. I was uncertain as to what I needed to do and how to go about doing it, which led me to turn PML for honest advice and guidance. PML sorted out my complex pension arrangements.