Sophie Stone's Contact Details

Sophie Stone's Company Details

alltrust

Newport, ENG, UK • 20 - 49 Employees
Financial Services

Alltrust Services Limited specializes in the provision of Actuarial, Trustee and Administration Services for SIPPs and SSASs. We have a simple philosophy based around creating personal relationships with all our customers. We aim to offer practical solutions to achieving scheme objectives which can be, and often are, very involved.We are no call centre but instead your dedicated consultant will guide you through the management and growth of your scheme. Our Bespoke Services:The Alltrust SIPP is a Self-Invested Personal Pension that allows considerable flexibility in both investments and retirement planning. We have two options:• The alltrust SIPP – an individual arrangement.• The Family/Group SIPP - a standalone SIPP designed for a small groups or family. Oasis OptionA lower fee option within the Alltrust SIPP. Its purpose is to cater for those individuals who are considering a single investment platform or a Discretionary Fund Manager.SSASThe Alltrust SSAS is an occupational pension scheme sponsored by an Employer. This offers similar flexibility to a SIPP in both investment options and retirement planning. Services include:• The establishment of a brand new arrangement, including registration with HM Revenue & Customs• The ‘takeover' or conversion of an existing scheme – where Alltrust is appointed as Professional Trustee. For more information on our SIPP and SSAS aims please visit our website.Our strength lies in the relationships that we create with our clients which, in turn, are reliant on the quality of the individuals whom we employ. We encourage direct contact between our customers and our consultants; thus all our customers not only have their dedicated consultant but have direct access to the whole team, no matter what level they operate at. Every member of our team aims to build and grow relationships.