Why refer through your accountant
A SSAS is a serious, long-term business planning tool. You already hold a holistic view of your client's business, tax position and wider aspirations — so a SSAS gets considered alongside everything else that matters, not in isolation. That's why RC Advisors only takes on new establishments through an accountant introduction.
What we need from you
- A brief outline of the client's situation and why a SSAS is being considered
- Confirmation that you've had the initial conversation with your client about what a SSAS involves
- Your and your client's contact details
What happens next
We'll get in touch to arrange an initial conversation with you and your client together, so the handoff is clear from the outset and nothing gets lost between introductions.
A dedicated referral form is being finalised for this page. In the meantime, get in touch directly and we'll take it from there.