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.