FOR INDEPENDENT FINANCIAL ADVISERS

SIPP and SSAS legal services for Independent Financial Advisers

As expert pension property investment solicitors, it is our job to work collaboratively with you and your clients.

By making Steele Raymond your trusted commercial property partner, you won’t be left chasing updates or explaining a delay in proceedings to your clients. Steele Raymond understand your challenges and concerns where SIPP or SSAS proposals are being considered. We are able to provide certainty and reassurance throughout the investment transaction.

SIPP and SSAS legal services for Independent Financial Advisers

As expert pension property solicitors, it is our job to work collaboratively with you and your clients.

By making Steele Raymond your trusted commercial property partner, you won’t be left chasing updates or explaining a delay in proceedings to your clients. Steele Raymond understand your challenges and concerns where SIPP or SSAS proposals are being considered. We are able to provide certainty and reassurance throughout the investment transaction.
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Letting you lead the way

Over many years we have worked closely with a large number of Independent Financial Advisers, each with a varying degree of SIPP or SSAS knowledge and experience. Some approach us with minor technical queries and others instruct us to manage the entire investment process.

Steele Raymond’s pension property team are happy to offer as much or as little involvement as is required. Whether you require an expert to guide you through a specific component of the SIPP or SSAS investment transaction or are seeking a partner with whom to work collaboratively throughout the entire process, our experts are on-hand to help the process along.

“At Steele Raymond, we always place the client at the centre of everything that we do; it’s a fundamental part of the way we operate.”

Caroline Probert
Partner & Pension Property Specialist 

"Steele Raymond have acted on the acquisition and disposal of many SIPP property transactions for me over the past nine years. Every transaction has been conducted faultlessly, with complete professionalism, on time and within budget."
Robin Arkle - Splash Consultants Ltd
Robin Arkle
Managing Director @ Splash Consultants

We understand your client

It is common for Professional Pension Trustees to have preferred ways of working. This can often add some confusion to the SIPP or SSAS investment process and can hinder progress if the legal advisor involved is not aware of the trustee’s specific requirements. 

We are familiar with the often-subtle differences between the majority of Pension Trustees and the ways in which they prefer to work.

Our specialist pension property solicitors really know this sector and are experienced in the various ways of working characterised by different Pension Trustees.

Why Steele Raymond?

Why choose us to manage your clients’ commercial property investments?  

Approachable

Our specialist pension property solicitors are always happy to take your call. We understand that, due to the complex nature of a SIPP or SSAS investment, you may require further clarity throughout the process.

Collaborators

Think of us as an extension of your team.

Communicators

Where your clients are concerned, a delay in response at any time could be damaging to your reputation. We place communication at the forefront of our relationships and ensure that you and your client are always kept as close to the process as possible.

Unrivalled Expertise

Our team of pension property specialists have over half a century of combined experience and as a result have seen and dealt with almost every possible scenario.

We Put Your Reputation First

Your personal and professional reputation is your greatest asset and we aim to protect and enhance it throughout SIPP or SSAS investment transactions. We understand that selecting a law firm is a big decision and one that we take very seriously.

Meet Our Specialist SIPP & SSAS Pension Property Investment Solicitors

Chris Twaits​
Partner & Head of Commercial Property​

Chris has acted for SIPP and SSAS pension trustees for over 18 years in the acquisition, sale, letting, mortgaging and in-specie transfer of commercial property investments.
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Jennifer Rogerson
Partner & Pension Property Specialist​

Jennifer has been dealing with all aspects of pension property work for nearly 20 years. In particular, she has handled a significant number of transactions involving joint ownership structures with complex funding arrangements.
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Caroline Probert
Partner & Pension Property Specialist​

Caroline is very experienced in a wide range of commercial property work and has specialised in pension property work since 2004. She has a reputation for being proactive and finding solutions for clients.
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Johanna Hammersley
Senior Associate & Pension Property Specialist​

Johanna is an Associate Solicitor in our specialist pension property team and has been dealing with pension property work for over 12 years. Her expertise covers everything from simple lease renewals to member tenants, to complex joint ownership purchases which are subject to bank finance.
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For Independent Financial Advisors

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For Trustees

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For Private Clients

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For Independent Financial Advisors

Working collaboratively with you to deliver the highest quality SIPP and SSAS proposals.

For Professional Pension Trustees

Bespoke legal support and expertise for you and your SIPP and SSAS clients.

For Private Investors

Amplifying your voice throughout the lifecycle of your pension property investment.

Get in touch

We will only use this information to handle your enquiry and will not share it with anyone else.

Bournemouth

Richmond Point
43 Richmond Hill
Bournemouth, Dorset BH2 6LR
Tel:

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